A Patient Prospector Archive

October 29, 2026

We always endeavor to be patient in our prospecting, but there eventually comes a time when we think it best to abandon an unproductive claim so that resources can be […] Continue Reading...

October 21, 2026

After bumping up against our Goal Price amid a nearly 18% gain year to date (and 45% gain since the nadir on April 7) and with a stretched valuation relative […] Continue Reading...

October 9, 2026

Our patience finally ran out with the embattled global carmaker, Volkswagen AG (VWAPY - $7.56). We parted with our shares which had their weight atrophy during our holding period to […] Continue Reading...

October 2, 2026

The fickleness of short-term-oriented traders again was on display last week with some of the stocks involved in the AI Buildout, so we continue to like our strategy of taking […] Continue Reading...

August 31, 2026

After years of believing the ingredients were there for a solid return, we sold the last of our long-suffering position in a global consumer appliance maker as our patience finally […] Continue Reading...

May 24, 2026

While past performance does not guarantee future results, investor enthusiasm surrounding companies involved in the buildout of artificial intelligence has continued to drive significant market interest in many related securities. […] Continue Reading...