John Rubino's Substack

John Rubino's Substack

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Nice Write-Up For One of Our Portfolio Stocks
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Nice Write-Up For One of Our Portfolio Stocks

"Extraordinary outlier economics..."

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John Rubino
Jan 19, 2025
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John Rubino's Substack
John Rubino's Substack
Nice Write-Up For One of Our Portfolio Stocks
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The second most fun part of having an investment work out (after the big monetary gain) is seeing the rest of the world catch on. That usually means glowing articles in the financial press and rising price targets from analysts and money managers — and, of course, your friends recommending it to you long after you’ve already bought it.

Our gold/silver explorers have, as a group, generated less of this kind of validation than expected. But a couple of them are doing just fine and might end up on the “buyout” list before too long. Here’s a nice write-up on one of them:

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