HeyJaredThe Pale Blue Dot
Saad's thoughts on investing, macro and other eclectic musings
- Indexed issues, last 90 days
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- Sep 7, 2026
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- Jul 18, 2026
Latest issues
Updates on Mining Americas ($MAI.TO) and Calumet Specialty ($CLMT) (opens the original)
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Mining Americas ($MAI.TO)MAI announced this week that it had received key permits from the Mexican Federal Environmental Department for the 100%-owned Cerro de Oro open pit, heap leach gold mine in Zacatecas State, Mexico. I had previously mentioned that I considered this project a free ‘call option’ on the stock, and I consider the development to be very bullish. I think the upside from the project is not fully reflected in the valuation, even after the ~15% run since the news was announced. Ce
EDM Resources ($EDM.V) - Small Market Cap, Big Potential (opens the original)
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EDM is a ~C$60mm market cap company that’s building the Scotia Mine near Halifax, Nova Scotia (a tier 1 mining jurisdiction). The mine is an open pit zinc/lead/gypsum asset, currently on care and maintenance. The company aims to re-start the mine and develop it into a low-cost, long-life, base metals operations. A pre-feasibility study (PFS) done in 2021 estimated a post-tax NPV8% on the project of C$128mm, with a base case zinc price of US$1.20/lb. An updated PFS is due by the end of the year.<
Betting on AI - Where Is The Moat? (opens the original)
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A couple of years ago, Google’s Gemini had fallen behind competitors like OpenAI, leading to pressure on the stock price, and inviting comparisons to Yahoo’s demise in search. However, after some leadership changes, the Gemini 3 family released in late 2025 achieved a massive reasoning leap pushing Google back near the top of the AI leaderboard. The success was short lived however, as Gemini 3.5 Pro has slipped its promised launch date, and other models have once again sailed past Gemini on codi
Betting on AI - Introduction (opens the original)
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Human history is the history of technological revolutions. Discovering fire, inventing the steam engine, and unleashing the power of ideas through information technology all led to major leaps forward in human civilization.Over the last year, AI has started having a major impact on my life, forcing me to take it seriously both as a major technological revolution and as an investment theme. A year ago, I could ask an AI model some basic questions about my investments, my business, my health etc.,
Comstock ($LODE) Q2 Analysis (opens the original)
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crashed >20% on Friday after posting what I thought was a solid report and conference call. The most important development is that the company’s first facility will be up and running in August, which is a major milestone. Management expects to run the plant at around 25% utilization for a few months, before ramping it up to 50% next year. The plant is expected to break even at 20% utilization, with corporate breakeven at 40%. <a class="image-link image2 is-viewable-img" href="https://substackcdn
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