Jack of All Trades: SKORE 02.20.2026
AngloGold: Gold price leverage ($2,600/oz avg) + Arthur Project (4.9Moz, $3.6B capex) validates scale, but 2026 costs up 11% ($1,335-1,455/oz) from royalties/FX, Lamar: Programmatic +19%, political tailwind $12-14M FY26, 4.8% yield, but margin pressure + EPS miss