Crassus Investments Pty Ltd
Crassus Investments Pty Ltd @benjamindemase

Performance
All

10.95%2026
2026
11.29%2025
2025
4.71%2024
2024
36.98%2023
2023
-16.95%2022
2022
0.71%2021
2021
37.0%0%-37.0%
Discussions
Crassus Investments Pty Ltd
Australia
8d
In my latest video, I break down a question I keep getting from investors looking at precious-metals royalties: How do you actually compare Royal Gold, Wheaton, and Franco-Nevada beyond the ticker and the hype? On the surface, Royal Gold, Wheaton Precious Metals, and Franco-Nevada all look like “safe”... Show More
Crassus Investments Pty Ltd
Australia
2m
Edited
Exchanges have become one of the most important structural holdings in my portfolio because they operate like *royalties on total economic activity*. In the same way that a mineral royalty clips revenue from every ton of ore mined—without digging a single hole—an exchange clips a fee from every trade... Show More
Crassus Investments Pty Ltd
Australia
2m
Market Update: Why I’m Sitting on 44% Cash (Incl. Gold) as We Enter a Quad 4 Environment Over the last quarter I’ve steadily increased the portfolio’s cash position to 44%—and yes, that includes my allocation to physical gold, which I treat as “liquid cash with optionality.” I want to briefly explain... Show More
Crassus Investments Pty Ltd
Australia
2m
The Fed’s Cornered, and Gold Knows It. By mid-2026, the Federal Reserve will likely be forced to cut rates — not because inflation has “returned to target,” but because the system can’t handle 5% rates on $35 trillion of U.S. debt. Every additional percentage point of interest is another trillion-dollar... Show More
Crassus Investments Pty Ltd
Australia
3m
Rate cuts in 2026 and how they underpin gold and royalty exposure. The probability of meaningful rate cuts in 2026 is rising, and that has big implications for how I’m positioned. Central banks rarely move in straight lines, but you can already sense the pivot forming. Inflation has been sticky but... Show More
Crassus Investments Pty Ltd
Australia
3m
Gold has been one of the standout performers of 2025. Year to date, the price has surged over 50%, breaking through the symbolic $4,000 per ounce mark for the first time in history. What began as a steady climb early in the year has turned into a full-blown rally as investors respond to a mix of economic,... Show More
Crassus Investments Pty Ltd
Australia
4m
$WBI (WaterBridge Infrastructure LLC) IPO is finally here! When LandBridge $LB (LandBridge Company LLC) came public, I made the case that its unique combination of land, mineral, and water rights represented one of the most attractive inflation beneficiaries in the market. That thesis has played out... Show More
Crassus Investments Pty Ltd
Australia
5m
$VALE (Vale SA-ADR) Surprisingly Capital Efficient When investors think of mining companies, they often imagine heavy capital intensity, low returns, and the constant need for reinvestment just to stand still. That makes Vale’s track record all the more striking. Over the past several years, Vale... Show More
Crassus Investments Pty Ltd
Australia
5m
$VNOM (VIPER ENERGY INC-CL A) is gaining momentum after the take over news of Sitio. Looking to break through the 200 day MA. Here's what I see: Viper Energy, a royalty interest company in U.S. oil and gas production, has recently shown signs of renewed momentum after a prolonged consolidation... Show More

About Crassus Investments Pty Ltd
Australia
Strategy: Value

Capital-light hard asset compounders with superior business Models & ROIC.
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10 Copiers
874 Followers

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