Find Your Edge in the Resource Market
Practical investment ideas in producers, advanced developers, and royalty companies — delivered monthly to help you build confidence and grow your portfolio.
What The Diligent Speculator Is
Join a community of thoughtful investors who want robust, lower-risk resource-market opportunities — beyond speculative juniors but still with growth potential. The Diligent Speculator is a monthly, entry-level investment newsletter focused on uncovering solid companies in the metals and energy space that you can hold with confidence.
Why This Newsletter Matters
Investing in the resource markets doesn’t have to mean chasing the riskiest juniors.
We spotlight:
Producers — companies generating cash flow today
Advanced developers — projects nearing production
Royalties & streaming — exposure with lower operational risk
Expect disciplined ideas grounded in fundamentals, not hype.
What You’ll Get Each Month
Monthly Market Commentary
Insightful updates on key trends moving metals, mining equities, and royalty valuations.
Valuation & Risk Focused
We emphasize real business metrics — cash flow, capital structure, production outlook, and management quality.
Portfolio Construction
Buys/sells, price targets, and monthly tracking of portfolio company news flow.
Subscriber-Only Archive
Access to past newsletters so you can track themes and revisit ideas over time.
Who Should Subscribe
Newer investors learning the resource space
Long-term holders building exposure over time
Anyone seeking lower-volatility ideas within metal & energy equities
About Brian Leni
The incredible gains that can be made from tiny resource stocks drew me to the junior sector and I haven't looked back. In 2013, as the resource market continued to decay from its highs in 2011, I made the bold decision to sell my family's home and used 2/3 of the equity to invest in what I believed were the best junior companies in the sector. In 2016, I was rewarded for the extensive due diligence and courage I'd shown in the heart of the bear market - my portfolio rose 300%. This gave me the freedom to leave my career as an engineer in the steel industry and pursue investing full time. Over the last 10 years, I've honed my craft as a successful junior resource sector investor and supported my family with the profits I've made from my investments. I've visited mining sites throughout Canada, the US and Brazil, have been a regular speaker at Metals Investor Forum (MIF), spoken at the Mining Investment North America and Asia conferences, Cambridge House's VRIC, as well as PDAC's Letter Writers' Day, and am a co-host of the Mining Stock Education Podcast.
