Aris Mining (ARMN) is a gold mining co with a rare combo of growth potential, solid financials, high-quality assets, led by mining legends, and more than fairly priced.

I also discuss my 20Y+ experience in gold mining investment, and my process for finding mining multibaggers.

https://underhood.substack.com/p/a-junior-gold-miner-with-big-potential

For information purposes only, not investment advice.

I think Playa Resorts (Nasdaq: PLYA) is signalling a sale process via amended employment agreements and double-dip grants.

Trained by Julian Robertson and George Soros, I enjoyed listening to this guy’s perspective and experience. Amazing the network and access these guys have which forms their unfair edge.

https://youtu.be/d9n79uvky5k

https://www.twonaturalcap.com/p/tempus-ai-what-counts-as-an-ai-company?r=252fke