From $5k to $100k… to Zero: Lessons From 40 Years in Mining Stocks with Investor Simon Catt

Simon Catt is an Australian resource investor, investment banker, and the writer behind CattCalls.com. As a first time MSE guest, he talks about his early wins and painful losses that shaped how he invests in mining stocks today. Simon shares his rules for selling, and why he thinks this commodity super cycle has years left to run. Listen to the wisdom from this 40-year veteran of junior mining stocks!

00:00 Intro

00:35 Meet Simon Catt

01:08 Early Life and First Crash

04:12 Striker Diamonds Breakout

05:11 Losing It and Hard Lessons

06:48 Learning the Trade

08:52 Highcroft Case Study

12:40 Top-Down Investing Framework

14:33 Thesis Letters and Taking Profits

18:05 Exit Strategy and Takeovers

25:57 Macro Outlook Supercycle

30:04 Politics and US Critical Metals

31:38 Blue Moon Tungsten Pitch

35:34 Where to Follow Simon