New Buy Alert: Adding a High-Quality Gold Producer at a Deep Discount

Temporary operational hiccups create a 50% discount on an industry-leading mid-tier.

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Investment Memo #139

August 4, 2026

The correction in the precious metals has resulted in an opportunity to buy high-quality companies at very fair prices, so in today’s investment memo I’m adding a new gold producer to the portfolio.

The stock price of this particular company has suffered because of a falling gold price but also because of a couple operational hiccups in 2025 and 2026.

Thanks to these temporary issues, we have a rare opportunity to buy a top-quality gold producer at a 50% discount.

This mid-tier has one of the best track records of any gold producer in existence. They have one of the top growth profiles in the industry, they will see AISC (costs) falling hard over the next two years, and they are poised to nearly double production by 2030.

This sets up the perfect opportunity for us to capitalize on a high-confidence story led by one of the top managers in the business.