I’m a PRIVATE INVESTOR, enjoying early retirement after a successful and fulfilling career managing investment portfolios with a focus on the resource sector (including oil and gas).

I am completely independent. My only client is me. No one pays me, I don't sell subscriptions or offer sponsorship deals or special access to my trading info. Anything I write is done free.

My money where my due diligence is and I explain why.

I employ common sense, Fundamental, bottom-up analysis that incorporates but not limited to: currency exchange rates, cost of labor, raw materials cost, geology, Metallurgy, cost of capital, infrastructure, macro influencing factors, capital discipline by management, etc.

If the data changes (company, sector or macroeconomic environment) then I do, no emotion about it, let the data guide your investments.

Twitter:
https://twitter.com/drjimjonesceo

Podcast channel:
https://podcasts.apple.com/ca/podcast/due-diligence-by-doc-jones-resource-investor-hunting/id1568221675

Research, research, research. I run a highly concentrated and due diligence focused portfolio.

If you want to invest along side me, it’s your money, your responsibility, buy and sell for your own reasons not mine. It’s your money.

The best investment you can make is in your own education.

I am driven by the hunt for value and truth. This is my passion in life. I’m a big research nerd. Always double-check and only trust the numbers that you have vetted.

Commit to memory: “NOT all ozs, pounds & barrels in the ground are created equal” understanding this basic principle will increase your wealth and your ability to sleep at night...

Best,

Doc Jones


FOCUSED PORTFOLIO HOLDINGS 09/15/2022

(Will be public again later)

I’m a scientist, I change when the data/information changes.. no emotion about it, I retest the thesis then I buy more, scale-out, or hold for more data.

I don’t work for anyone or get paid for the research I do. I give my research away for free to help educate the next generation about the wealth creation this sector can provide. It’s not investment advice.

I don’t proof-read enough but this isn’t a grammar/spelling contest, the prize, the gold, is in what story the numbers tell.

Vet everything.

Must-read books/podcast:

https://youtube.com/playlist?list=PL1pYYwfv5XWAmLuPlKFktPvTkl5y2kOhs

Robert Stevens
Mineral Exploration and Mining Essentials

John Ridley
Ore Deposit Geology
Illustrated Edition

Metals And Energy Finance: Application Of Quantitative Finance Techniques To The Evaluation Of Minerals, Coal And Petroleum Projects (Second Edition)

John Downes
Dictionary of Finance and Investment Terms
Published by Barrons


“The stock market is a device for transferring money from the impatient to the patient.” - Warren Buffett


Selected Interviews :

https://youtu.be/NlxV9KUBDZc

https://podcasts.apple.com/ca/podcast/mining-stock-daily/id1418050443?i=1000528339664


http://www.kereport.com/2021/06/04/what-to-focus-on-when-analyzing-management-teams-and-insights-on-emerita-resources/