Continued impressive drill results by Collective Mining in the region of Aris Mining’s Marmato mine, itself undergoing a significant expansion in reserves, suggest that this region offers potential to become one of South America’s larger gold camps. Given the relative…
Blog Archives
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?
Posted in Portfolio Model Subscription
Gnostic Global Portfolio NAV of $1,574.46 per share, a Return of 41.1% for 2025.
The large cap global portfolio closed out 2025 with a share value of $1,574.46 per share. This compares to the value of $1,116.11 at the end of 2024.
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.
The portfolio is taking an initial position in Palantir Technologies.
Posted in Portfolio Model Subscription
Do the Wealthy Possess Superior Investment Acumen?
http://www.bloombergview.com/articles/2015-09-25/the-rich-are-different-they-re-better-investors-?cmpid=yhoo The full paper, its findings and conclusions, may be accessed here. http://econweb.umd.edu/~davis/eventpapers/StevensInvestor.pdf
Posted in Portfolio Model Subscription