They Have Better Margins Than Google | Tavi Costa on the Rebirth of Mining

The margins are better than Google. The assets take 15 years to build. And most investors still haven’t noticed.

In this conversation, GoldSilver’s Maggie Lake sits down with Tavi Costa — founder of Azoria Capital — on why we’re at what he calls “the rebirth of mining,” and why the window to own the best assets is closing.

Tavi makes the case that mining companies at today’s prices are generating better margins than Google and Meta. But the real opportunity isn’t the trade — it’s owning the highest quality physical assets before automation makes them extraordinarily profitable. In 10 years, a mine that employs 500 people today could run on 12. The assets are irreplaceable. There are not many of them.

You’ll learn:

Why mining companies at these prices have better margins than Google and Meta

The automation thesis — why owning quality assets today is an arbitrage play on the next 10 to 15 years

Why management is the key differentiator in the space right now

Why the rare earths hype is a distraction — and what first principles investing actually looks like

The three metals Tavi says to focus on: gold, silver, and copper

Why gold could reach $30,000 if supply isn’t planned properly

Buy Precious Metals at: https://www.goldsilver.com

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As always, thank you for your support. The GoldSilver Team

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Shin JohnYtv Market News

Share-market news writer and analyst with deep experience covering equities, commodities, forex, and cryptocurrencies for readers in the USA, UK, Canada, and Australia. Ytv Market News delivers timely market updates, practical trading insights, and clear explanations of macro and company-level catalysts that move prices. Combines on-the-ground financial reporting with technical analysis, using concise charts and actionable ideas to help investors and traders make smarter decisions.