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9 Best Mining Stocks to Buy According to Billionaire John Paulson

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Billionaire John Paulson made a strong comeback last year after suffering heavy losses from his healthcare bets in 2022. According to data from Bloomberg, Paulson’s funds returned about 32% in 2023, driven by gains from some of the best-performing mining, healthcare and financial stocks. Bloomberg also said that the 68-year-old billionaire, who is one of Donald Trump’s favorite candidates for the Treasury secretary role, was picking up momentum this year, with his funds gaining about $600 million in 2024 through mid-April.

Messy Divorce, Car Dealerships in Flames and Legal Battles

Paulson, worth about $3.5 billion, has been in the news for several reasons lately. He filed for divorce in 2021, and is still embroiled in the legal battle with his former wife. He recently got engaged to his 35-year-old girlfriend Alina de Almeida. Paulson is also busy in a legal battle with his former business partners as the billionaire’s car dealerships in Puerto Rico were damaged in multiple fire eruptions.

Billionaire John Paulson’s Legendary Track Record in the Investing World

But there’s more to Paulson that these scandals and controversies. He made a name (and wealth) for himself with his prescient stock-picking skills and wisdom. Paulson started warning about the subprime mortgage crisis back in 2006 and betting against the housing market. In the first nine months of 2007, Paulson’s Credit Opportunities funds jumped about 340%. Reports suggest that Paulson pocketed about $20 billion for himself and investors following the subprime mortgage bonds collapse.

A detailed report by journalist Anthony Effinger recalls one of Paulson’s letters to investors written just before the subprime mortgage crisis:

“We expect credit performance of subprime mortgages to continue to deteriorate,” Paulson told investors in his first-quarter report, sent out in April. By the U.S. summer, mortgage securities were in full retreat. Paulson’s Credit Opportunities funds soared in value, rising 75.7 percent in July and 26.5 percent in August.”

For this article we scanned Paulson & Co.’s Q1’2024 portfolio and picked top 9 metals & mining stocks Paulson is owning significant stakes in. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points (see more details here).

9. Iamgold Corp (NYSE:IAG)

Billionaire John Paulson Q1’2024 Stake Value: $6,160,500

Canadian gold mining company Iamgold Corp (NYSE:IAG) is one of the best metals and mining stocks to buy according to billionaire John Paulson. Paulson’s hedge fund owns about 1.9 million shares of Iamgold Corp (NYSE:IAG) as of the end of the March quarter. The net worth of these stakes is $6.1 million.

Earlier this month Iamgold posted Q1 results. Adjusted EPS in the period came in at $0.11, surpassing estimates by $0.08. Revenue in the quarter jumped about 50% year over year to $338.9 million, beating estimates by $49.58 million.

Last year, Iamgold reported annual attributable production of about 465,000 ounces of gold, beating the mid-point of its guidance. Iamgold Corp’s (NYSE:IAG) guidance for 2024 impressed investors. Iamgold Corp’s (NYSE:IAG) Cote project is expected to produce over 250,000 ounces of gold.

8. Trilogy Metals Inc (NYSE:TMQ)

Billionaire John Paulson Q1’2024 Stake Value: $7,163,498

Canadian-based metals exploration company Trilogy Metals Inc (NYSE:TMQ) is a penny stock in billionaire John Paulson’s portfolio. The stock, which is up 15% so far this year, accounts for about 0.49% of the billionaire’s Q1 portfolio. The stock is falling as Trilogy Metals Inc (NYSE:TMQ) last month, after reporting a $3.6 million loss for the quarter ending February, raised going-concern doubts. The stock dived further after reports suggested the Department of Interior is planning to block the company’s access to Ambler Mining District.

As of the end of the first quarter of 2024, just five hedge funds out of the 919 hedge funds tracked by Insider Monkey reported owning stakes in Trilogy Metals Inc (NYSE:TMQ).

7. Equinox Gold Corp (NYSE:EQX)

Billionaire John Paulson Q1’2024 Stake Value: $15,050,000

Canadian-based mining company Equinox Gold Corp (NYSE:EQX) has been a rewarding investment for billionaire John Paulson, as the stock is up about 22% over the past one year. Paulson & Co. did not make any change to its position in Equinox Gold Corp (NYSE:EQX) during the first quarter, ending the period with a $15 million stake in Equinox Gold Corp (NYSE:EQX).

Earlier this month, Equinox Gold Corp (NYSE:EQX) reported first quarter results. Adjusted EPS in the quarter came in at -$0.04, beating estimates by $0.03. Revenue jumped 3.1% year over year $241.3 million, missing estimates by $25.7 million. Equinox Gold Corp (NYSE:EQX) produced 111,725 ounces of gold in the period. In 2024, Equinox Gold expects to produce 660,000 to 750,000 ounces of gold at cash costs of $1,340 to $1,445 per oz and AISC of $1,630 to $1,740 per oz.

6. Seabridge Gold Inc (NYSE:SA)

Billionaire John Paulson Q1’2024 Stake Value: $31,298,400

Seabridge Gold Inc (NYSE:SA) is another Canadian mining company in billionaire John Paulson’s Q1 portfolio. Paulson’s hedge fund owns a $313 million stake in Seabridge Gold Inc (NYSE:SA), which it first added to its portfolio back in the second quarter of 2017. The fund started adding to its position in Seabridge Gold Inc (NYSE:SA) in the fourth quarter of 2020 and kept buying more shares until mid-2021. Since then Paulson’s fund has held on to over 2 million company shares through the end of March 2024.

5. International Tower Hill Mines Ltd (NYSE:THM)

Billionaire John Paulson Q1’2024 Stake Value: $44,265,197

International Tower Hill Mines Ltd (NYSE:THM) is another mining penny stock in billionaire John Paulson’s Q1 portfolio. Paulson & Co owns a $44.3 million stake in International Tower Hill Mines Ltd (NYSE:THM) which has seen its stock price jump by 33% over the past one year. Paulson has been holding on to his stake in International Tower Hill Mines Ltd (NYSE:THM) for more than 12 years now. His fund upped its stake in International Tower Hill Mines Ltd (NYSE:THM) by 4% in the March quarter.

Of the 919 hedge funds in Insider Monkey’s database, just four hedge funds reported owning stakes in International Tower Hill Mines Ltd (NYSE:THM).

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The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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If you’re thinking about getting in, don’t wait – because once Wall Street catches wind of this story, the easy money will be gone.

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AI, Tariffs, Nuclear Power: One Undervalued Stock Connects ALL the Dots (Before It Explodes!)

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal!

AI is eating the world—and the machines behind it are ravenous.

Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink.

Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking:

Where will all of that energy come from?

AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse.

Even Sam Altman, the founder of OpenAI, issued a stark warning:

“The future of AI depends on an energy breakthrough.”

Elon Musk was even more blunt:

“AI will run out of electricity by next year.”

As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity.

And that’s where the real opportunity lies…

One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike.

As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity.

The “Toll Booth” Operator of the AI Energy Boom

  • It owns critical nuclear energy infrastructure assets, positioning it at the heart of America’s next-generation power strategy.
  • It’s one of the only global companies capable of executing large-scale, complex EPC (engineering, procurement, and construction) projects across oil, gas, renewable fuels, and industrial infrastructure.
  • It plays a pivotal role in U.S. LNG exportation—a sector about to explode under President Trump’s renewed “America First” energy doctrine.

Trump has made it clear: Europe and U.S. allies must buy American LNG.

And our company sits in the toll booth—collecting fees on every drop exported.

But that’s not all…

As Trump’s proposed tariffs push American manufacturers to bring their operations back home, this company will be first in line to rebuild, retrofit, and reengineer those facilities.

AI. Energy. Tariffs. Onshoring. This One Company Ties It All Together.

While the world is distracted by flashy AI tickers, a few smart investors are quietly scooping up shares of the one company powering it all from behind the scenes.

AI needs energy. Energy needs infrastructure.

And infrastructure needs a builder with experience, scale, and execution.

This company has its finger in every pie—and Wall Street is just starting to notice.

Wall Street is noticing this company also because it is quietly riding all of these tailwinds—without the sky-high valuation.

While most energy and utility firms are buried under mountains of debt and coughing up hefty interest payments just to appease bondholders…

This company is completely debt-free.

In fact, it’s sitting on a war chest of cash—equal to nearly one-third of its entire market cap.

It also owns a huge equity stake in another red-hot AI play, giving investors indirect exposure to multiple AI growth engines without paying a premium.

And here’s what the smart money has started whispering…

The Hedge Fund Secret That’s Starting to Leak Out

This stock is so off-the-radar, so absurdly undervalued, that some of the most secretive hedge fund managers in the world have begun pitching it at closed-door investment summits.

They’re sharing it quietly, away from the cameras, to rooms full of ultra-wealthy clients.

Why? Because excluding cash and investments, this company is trading at less than 7 times earnings.

And that’s for a business tied to:

  • The AI infrastructure supercycle
  • The onshoring boom driven by Trump-era tariffs
  • A surge in U.S. LNG exports
  • And a unique footprint in nuclear energy—the future of clean, reliable power

You simply won’t find another AI and energy stock this cheap… with this much upside.

This isn’t a hype stock. It’s not riding on hope.

It’s delivering real cash flows, owns critical infrastructure, and holds stakes in other major growth stories.

This is your chance to get in before the rockets take off!

Disruption is the New Name of the Game: Let’s face it, complacency breeds stagnation.

AI is the ultimate disruptor, and it’s shaking the foundations of traditional industries.

The companies that embrace AI will thrive, while the dinosaurs clinging to outdated methods will be left in the dust.

As an investor, you want to be on the side of the winners, and AI is the winning ticket.

The Talent Pool is Overflowing: The world’s brightest minds are flocking to AI.

From computer scientists to mathematicians, the next generation of innovators is pouring its energy into this field.

This influx of talent guarantees a constant stream of groundbreaking ideas and rapid advancements.

By investing in AI, you’re essentially backing the future.

The future is powered by artificial intelligence, and the time to invest is NOW.

Don’t be a spectator in this technological revolution.

Dive into the AI gold rush and watch your portfolio soar alongside the brightest minds of our generation.

This isn’t just about making money – it’s about being part of the future.

So, buckle up and get ready for the ride of your investment life!

Act Now and Unlock a Potential 100+% Return within 12 to 24 months.

We’re now offering month-to-month subscriptions with no commitments.

For a ridiculously low price of just $9.99 per month, you can unlock our in-depth investment research and exclusive insights – that’s less than a single fast food meal!

Space is Limited! Only 1000 spots are available for this exclusive offer. Don’t let this chance slip away – subscribe to our Premium Readership Newsletter today and unlock the potential for a life-changing investment.

Here’s what to do next:

1. Head over to our website and subscribe to our Premium Readership Newsletter for just $9.99.

2. Enjoy a month of ad-free browsing, exclusive access to our in-depth report on the Trump tariff and nuclear energy company as well as the revolutionary AI-robotics company, and the upcoming issues of our Premium Readership Newsletter.

3. Sit back, relax, and know that you’re backed by our ironclad 30-day money-back guarantee.

Don’t miss out on this incredible opportunity! Subscribe now and take control of your AI investment future!


No worries about auto-renewals! Our 30-Day Money-Back Guarantee applies whether you’re joining us for the first time or renewing your subscription a month later!