Wheaton Precious - $WPM

"Poised to do very, very well": Wheaton Precious Metals CEO on gold and silver

4 calls: why Wheaton's production pipeline grows almost 50% by 2030, what the new Antamina deal proves about streaming, and why central banks keep…

Nov 7 • Scuttlebutt

AppLovin: 900 employees, 85% margins, and a growth story that could break

11 takeaways: The drug-royalty company whose reported revenue is the wrong number, why one Vertex drug is a quarter of its cash, and the ad-tech…

Sep 2 • Scuttlebutt

Gavin Magor: Why the old safe-dividend formula is broken, and the four moat stocks he says are built for a shrinking dollar | MarketBeat

He says the US is inflating its way out of a $40 trillion debt, that Coca-Cola's pricing power matters more than its dividend, and that the moment to…

Aug 29 • Scuttlebutt

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