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
https://www.cattcalls.com/
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