Welcome to all New Members
I like to take a few paragraphs to say thank you. Thank you to all new members who signed up and thank you to all members who continue using and gaining value from my reports. Your feedback has been invaluable, and as I appreciate any and all feedback to improve and make this more valuable to you, please keep it coming !
I started writing the report, because writing is in my view the only way to actually think. To ponder, to reflect. You write down your thoughts, and when you read it back a day later you reflect on what you have written. You reflect, you improve, you see the mistakes in your reasoning and you learn. Thatā€™s how you grow.
My journey started ~25 years ago - I invested in stocks, and my portfolio went to 0. I then invested in drilling oil wells - and that went to 0. I invested in properties - and I realized it costs me more than it benefited me. While not 0, it was negative. I invested in crypto in 2017, and made it big - went from Bitcoin into ICOs but when I wanted to exit on the peak, there was not sufficient liquidity for my position, and I rode it back down. I entered BTC at ~$5000, and exited essentially at the same price, in a bull market. Long story short, for approx. 20 years in a row, I invested/ speculated unsuccessfully. Then things changed.
I started to read the right books, and started to work on my skillset, focus, and only invested in myself. I changed my approach, and things started turning around. No, there is not 1 rule, or 1 way of doing things, but if you find / have the right approach and the right foundation, you can be very successful. What seems to others like overnight success, takes 20 years of failures to achieve.
I try to useĀ my reports not only to improve myself, but hopefully take you on a journey of learnings. While I would recommend reading all my reports - starting from the oldest one - for many that is not feasible. Hence, for any new subscribers, I recommend the following to get you up to speed:
12 September - NPV Calculator. Use this to calculate the actual value of a mining company.
3 October 2025: Darvas Box report. This report should provide you with all the information you require to use the Darvas Box Indicator. If you have questions, please post them on the Indicator thread in Discord.
17 October 2025: Silver in Backwardation, Oil investments as an up and coming focus.
23 October 2025: Commodity companies and how to invest - focus on Gold and Silver
30 October 2025: All commodity companies to invest in - Gold, Silver, Uranium, Oil, Copper, Tier 1 deposits
7 November 2025: mental models, and general charts for each commodity.
13 Feb 2026: Lists of Oil and Copper companies I plan on investing in.
