The best gold stock in the world (and a risky moonshot)
The Office of Bonner Private Research are closed for the Christmas holiday. While we’re away, we’ve arranged to publish some essays on the investment landscape for 2025 from some of our friends. Below, you’ll find part two of a three part series.
Please note: As the article suggests, one of the ideas below is clearly described as a leveraged bet, something well outside our Maximum Safety Zone. Though it’s not something we’d do ourselves, or recommend, the purpose of this series is to explore the investment ideas of other analysts.
Merry Christmas and Happy Holidays!
Dear Reader,
We’re talking about Trump’s Secret Stocks... and I’m glad you’re along for the ride.
Yesterday, I told you how to safeguard your wealth ahead of the inevitable post-election “extinction burst” of spending. (25% of your portfolio to gold and Bitcoin, in case you missed the memo.)
Today, I’d like to build on these ideas by showing you two lesser-known stocks to buy ahead of Inauguration Day... stocks I’ve recommended, so far, only for my paid readers in The Big Secret on Wall Street.
First, I’d like to suggest you make a leveraged bet on Bitcoin.
To be frank: the company I’m about to show you is one of the most volatile, high-risk companies you’re ever likely to see... but the upside is potentially monumental if you’re willing to stomach the risk.
Case in point: since Trump won it has more than doubled and could skyrocket even further as the U.S embraces Bitcoin and cryptocurrency. Or it could implode on itself like a dying star... which is why you should use caution, consult your financial advisor, and, obviously, not put all your eggs in this basket.
I’m talking about what I call The Infinite Money Machine. That’s Microstrategy (MSTR), a software development company whose computer business has taken a backseat to the CEO’s massive Bitcoin side hustle.
The biggest Bitcoin bet of all time
Microstrategy (NASDAQ: MSTR) is the largest independent, publicly traded business intelligence and analytics company…that’s also the largest public holder of Bitcoin.
In the wake of the COVID-19 pandemic… with global governments and central banks launching the most aggressive monetary and fiscal expansion of all time… Microstrategy CEO Michael Saylor became convinced that Bitcoin offered the ultimate safe haven against fiat currency debasement. Accumulating and holding Bitcoin has become a major strategic priority for Microstrategy, and the company’s conviction remains resilient despite volatility in Bitcoin prices.
Since August 2020, when Saylor announced that Microstrategy would begin replacing its treasury cash with Bitcoin, Microstrategy has not only converted the company’s $500 million cash pile into Bitcoin, but it has also issued tens of billions in low-cost debt and equity to accumulate 439,000 Bitcoins so far – or just over 2% of the total supply that will ever be created.
In other words, Saylor has built a unique model where he borrows a currency that’s being debased – the U.S. dollar – and buys Bitcoin. A currency that is the anti-fiat currency… that has a fixed supply… and that’s steadily increasing in value.
And as Bitcoin increases in value, Microstrategy has the potential to surge due to its leveraged nature.
Of course, this leverage, that Michael Saylor himself calculates as roughly two Bitcoin to one, means that Microstrategy stock is insanely volatile and risky. I’m talking roughly three to four times the volatility of the S&P 500.
But with Bitcoin skyrocketing on Trump’s pro-cryptocurrency stance… you could potentially double or triple your money with MSTR in a very short period of time.
Of course… you could always lose the bet… and the farm… and your shirt.
I fully understand if Microstrategy is too wild for your tastes – so next, I want to give you my recommendation for a low-risk company: the world’s best gold stock.
The gold digger that gets paid to do nothing
Typically, when gold rises (as it’s been doing in the face of post-election inflation)...investors rush out and buy mining companies. And in the past, my subscribers have made a lot of money doing this (250% gains on the gold miners index, HUI, between 2015 and 2020, for instance).
But these days, I’ve found a far superior way. As you know, mining stocks are speculative, cyclical, and although you can make superb profits… it’s not for the faint of heart. Honestly, it’s a young man’s game.
Instead, I recommend you buy a “gold streamer.”
This is a gold company with a unique business model where they get paid from gold mining without spending a cent on material costs, machinery, or labor. As a result, the company I recommend has crushed the S&P by almost 2x since their IPO.
As a result, they’re insanely capital efficient. I mean, they did $1.2 billion in revenue last year with only 40 full-time employees and a handful of part-time contractors. And their net income on that revenue was more than $650 million – that’s an unheard of $14 million per employee.
This is a much less leveraged bet than my earlier MSTR idea – in fact, this gold streamer is one of the buy-and-hold staples of my portfolio at The Big Secret on Wall Street, and it’s recently dipped to an attractive buy point.
In the face of continued inflation and currency debasement, this stock has the potential to compound 10 to 15% per year with very little effort – which is why I fondly call it “The Gold Digger That Gets Paid to Do Nothing.”
A whole lot of money for nothing, actually
The company is headquartered in Canada, in Toronto, Ontario. Since going public in January 2008, it has grown into the leading global gold royalty company based on revenue and market capitalization. It has long-standing partnerships to provide royalty and streaming financing deals to the largest mining companies on the planet.
That includes the top three global gold miners – Newmont, Barrick Gold, and Agnico Eagle – as well as the leading diversified miners, including Glencore and Vale, along with dozens of smaller public and private miners.
The company’s slogan is “the gold investment that works.” Unlike most empty corporate slogans, this one backs up its claim with performance. Shares of this gold streamer have outperformed the overall stock market, gold, and gold stocks since going public in January 2008… which is why, in my opinion, it’s the best gold stock in the world.
I’ve put together a detailed dossier on this stock – normally, available only for my paid subscribers – which you can read at this link.
Click here to download the full report now, in PDF form.
To your success,
Porter Stansberry
P.S. In my next email, we’ll get into the real meat of Trump’s Secret Stocks – the specific, under-the-radar ways we’ll profit from initiatives like Elon Musk’s Department of Government Efficiency…Trump’s promise of sweeping deregulation… and RFK Jr’s plan to Make America Healthy Again.
If you’d like to learn more about them now – without waiting – just click here.
