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The Mirandolan

Essays and research, newest first

  1. 6 September 2026 September Commendations: Placed Thirteenth on SumZero I have again earned recognition as an investment analyst in the SumZero, Inc. rankings. In the Last Twelve Months (LTM), I placed thirteenth among over 16,000 pre-screened buy-side professionals.…
  2. 19 August 2026 August Commendations: Placed Eighteenth on SumZero I have again earned recognition as an investment analyst in the SumZero, Inc. rankings. In the Last Twelve Months (LTM), I placed eighteenth among over 16,000 pre-screened buy-side…
  3. 3 July 2026 July Commendations: Placed Fifteenth on SumZero I have once again been recognised in the SumZero, Inc. rankings, placing fifteenth in the Last Twelve Months (LTM) within a global community of over 16,000 pre-screened buy-side professionals…
  4. 5 June 2026 June Commendations: Placed Ninth on SumZero I have once again been recognised in the SumZero, Inc. rankings, placing ninth in the Last Twelve Months (LTM) within a global community of over 16,000 pre-screened buy-side professionals…
  5. 8 May 2026 May Commendations: Placed Ninth on SumZero I have once again been recognised in the SumZero, Inc. rankings, placing eighth place in the Last twelve Months (LTM) within a global community of over 16,000 pre-screened buy-side…
  6. 7 April 2026 April Commendations: Placed Eighth on SumZero I have once again been recognised in the SumZero, Inc. rankings, placing eighth place in the Last twelve Months (LTM) within a global community of over 16,000 pre-screened buy-side…
  7. 5 March 2026 March Commendations: Placed Tenth on SumZero I have once again been recognised in the SumZero, Inc. rankings, placing tenth place within a global community of over 16,000 pre-screened buy-side professionals and achieving excellent overall and…
  8. 6 February 2026 February Commendations: Placed Sixth on SumZero I have once again been recognised in the SumZero, Inc. rankings, placing sixth place within a global community of over 16,000 pre-screened buy-side professionals and achieving excellent overall and…
  9. 8 January 2026 January Commendations: Placed Fifth Among Analysts on SumZero I have once again been recognised in the SumZero, Inc. rankings, placing fifth within a global community of over 16,000 pre-screened buy-side professionals and achieving excellent overall and category…
  10. LXVI 17 December 2025 Regimes of Uncertainty Despite widespread claims of speculative excess, gold prices are supported by a durable macro regime characterised by geopolitical fragmentation, fiscal constraint, and elevated tail risk. In such an environment, historically high gold prices are not aberrational, they are structural, and they enable select gold miners to generate sustained economic profits while still trading at very attractive
  11. 5 December 2025 December Commendations: Placed Seventh Among Analysts on SumZero I have once again been recognised in the SumZero, Inc. rankings, maintaining my seventh place within a global community of over 16,000 pre-screened buy-side professionals and achieving excellent overall…
  12. LXV 13 October 2025 Greatland Resources: A Metamorphosis into a Leading Australian Gold Producer Closed position on 27 October, 2025, with a -8.1% return, and then re-opened the position on 17 December, 2025. Australian gold and copper producer, Greatland Resources Limited (ASX:GGP:…
  13. LXIV 9 October 2025 Golden Discipline: Investing in the New Era of Profitable Mining Closed position on 27 October, 2025, with a -8.2% return. As I noted in my thesis on Apex Mining Co., Inc. (PSE:APX), Since then, gold has breached the…
  14. 2 October 2025 October Commendations: Placed Sixth Among Analysts on SumZero I have once again been recognised in the SumZero rankings, ranking #6 globally (LTM) among 16,000+ buy-side professionals. My 18 featured investments have generated ~16% average total return, outperforming the S&P 500 by +11% and compounding into an annualised return of +43%. These ideas have been read by 572 analysts and portfolio managers from family offices, hedge funds, and other institutional investors worldwide, reflecting the global reach and impact of my research.
  15. LXIII 9 September 2025 Apex Mining and The Second Gilded Age Closed position on 27 October, 2025, with a 14.4% return, and then re-opened the position on 17 December, 2025. Gold mining has historically been a poor way to…
  16. 5 September 2025 #7 Ranked Analyst By SumZero My investment methodology and risk philosophy has earned me the #7 ranking on SumZero for the last twelve months. SumZero is a highly exclusive buy-side only platform that…
  17. LXII 22 July 2025 Ringkjøbing Landbobank: Priced for Decline, Built for Compounding Recently, I have found value in banks, specifically, JPMorgan Chase & Co. (JPM), and Lion Finance Group PLC (LON:BGEO), and now, with Danish regional bank, Ringkjøbing Landbobank A/S…
  18. LXI 16 July 2025 Iron Lion Zion: Banking on a Exodus from Deep Value At a time of record-high U.S. equity preference, evidence of some diversification away from the U.S., and dollar weakness, Lion Finance Group PLC (LON:BGEO, ₤73.90/share) is a very…
  19. LX 11 July 2025 JPMorgan Chase and Investing in a Fuzzy Zone In a period of regime uncertainty, JPMorgan Chase & Co. (JPM: $288.19/share) is not only a paradigmatic bank, with a history of profitability stretching back decades,and a “fortress…
  20. LIX 12 May 2025 Easing Trade Relations Make Meta Attractive Again (This investment thesis also appears on the buy-side investment platform, SumZero.) The choking uncertainty around U.S. economic policies caused me to abandon Meta Platforms, Inc. (META: $592.49/share) with…