Jack of All Trades: High Stakes 02.20.2026
AngloGold Q4 revenue $3.02B (+76% YoY) beat but EPS $1.90 missed $1.94—record FCF $2.9B FY25, $1.8B dividends (62% payout), net cash $879M, stock +5% to $113. Lamar Q4 revenue $596M (+2.8%) beat but EPS $1.50 missed $1.79—AFFO guide $8.50-8.70 (+4%), digital 34% mix, stock flat $133.