The Equinox Dispute, Devon’s Oil Hedging, and Updated Valuation Models


Mining Stock Monkey VIP Investment Memo #120 March 12, 2026 For investment memo #120, we'll be diving into more Q4 earnings and looking at how the latest quarterly numbers and updates affect our valuation models. All figures are in USD unless specified otherwise. Royal Gold Royal Gold is my top pick in the portfolio right now and is the company that I'm buying the most aggressively. After market close on Friday, we learned that RGLD won't be introduced into the S&P 500 this month. Only 4 new...

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