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Blog Archives
Who Benefits From the Pending Redistribution of 2.2 million P/A Tourists to Cuba. Implications for Grupo Aeroportuario Del Sureste (ASR-NYSE, $373.51) and Grupo Aeroportuario Del Pacifico (PAC-NYSE, $283.53).
Posted in Portfolio Model Subscription
The Rationale for a Merger of Aris Mining (ARMN-$19.28, NYSE) and Collective Mining (CNL-$15.90, NYSE). A potential million+ oz, high grade, AU producer at mid-cap valuation?
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Posted in Portfolio Model Subscription
Gnostic Global Portfolio NAV of $1,574.46 per share, a Return of 41.1% for 2025.
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Posted in Portfolio Model Subscription
James Anderson, Superstar Manager of Scottish Mortgage Investment Trust, To Retire from Public Direct Money Management.
“Let me say maybe something stark…which is that we have to be willing to embrace unreasonable propositions and unreasonable people in order to make extraordinary findings because the notion that utterly reasonable people doing utterly reasonable things will produce massive…
Posted in Portfolio Model Subscription
Palantir Technologies Inc. (PLTR-$9.08, NYSE): A Mercenary Anti-Hero for the 21st Century.
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Posted in Portfolio Model Subscription