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$GOLD

Barrick Gold
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Barrick Gold is a publicly listed company tracked for investment-relevant business developments.

sentiment mix
bull 0%bear 100%neu 0%

signal summary

latest high-conviction thesis
Barrick was a misaligned, maligned partner in NovaGold; now removed▾

Barrick attempted a hostile takeover of NovaGold at $16/share, lost, and remained a problematic partner. Kaplan describes the relationship as a 'bear hug' and 'maligned,' and celebrates its exit via Paulson's investment.

thomas kaplanT2Generating Alpha Podcast2025-09-11
confidence 78 / 100impact High
key themes
  • Gold & Silver as Strategic Monetary Assets100%
  • Critical Minerals & Supply Chain100%
  • Contrarian Investing / Maximum Pessimism100%
  • Macro & Rates100%
  • Energy & Power Generation100%

bull thesis · 0

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  • — none —

bear thesis · 1

91 / 100
  • •Barrick was a misaligned, maligned partner in NovaGold; now removed

mentions · 1

Generating Alpha PodcastEpisode 35: Thomas Kaplan - Chairman and CIO of The Electrum Group1 mentions · 0▲ 1▼ 0○ · last year
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