Saturday Oct 28, 2023
Brian Leni (Junior Stock Review) Gives Sector Advice & Talks His New ”Field Notes” Interview Project
Written Summary and Companion Article: https://open.substack.com/pub/juniorr... Brian Leni is a well-known name in the junior resource sector. He started his own newsletter some years ago and has since then grown into one of the most well-known names in the industry. He joins me for a wide-ranging and in-depth discussion with lots of conversation on what it takes to succeed in this industry, and discusses his immersive, beautifully-shot, and well-told, new interview project called "Field Notes" where he travels on site visits and meets with company executives and brings those places and stories back to investors.
Time Stamps:
00:55: Brian shares his origin story
03:50: Discussion of Brian’s new “Field Notes” project
04:45: Discussion of why Brian chose the junior resource sector specifically.
08:00: What about early losses?
10:20: Risk Mitigation.
15:00: The Market Cycle
16:00: The role of self-awareness in investment decisions
18:30: Different personality types may be better suited to investing
19:30: The importance of selling
21:45: The importance of due diligence
23:00: How important is geological knowledge to investing success in this sector?
26:30: The Importance of Trust in Leadership
27:30: The Due Diligence Process
33:00: How does Brian buy in/scale into a position?
36:00: The Importance of Learning from Experience and Mentors
40:00: Don’t Invest Your Entire Account in a Single Play
41:00: How many positions does he hold in his portfolio?
45:00: Field Notes Discussion
52:00: Brian’s Investment Picks
Disclaimer:
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