After recent weakness, these are some highly compelling buys
Mining Stock Monkey Speculator
Investment Memo #50
June 4, 2026
I’ve been too quiet regarding our Speculator portfolio lately, and I want to address that directly.
I’ve had my hands completely full over the last few weeks. Between grinding through earnings season for our “VIP” names and managing an upcoming move, life has kept me busy. On top of that, my dog is currently recovering from major double-knee surgery, and I’m balancing the usual, non-stop daily routine of being a dad to a young son. No major emergencies on the family front other than the surgery, just the reality of everyday life competing for hours in the day.
If you’ve noticed any public YouTube interviews popping up during this time, it might look like I’m prioritizing free content over paid updates. Those appearances were scheduled well in advance—meaning they were locked in long before this hectic stretch began. While they only take a couple hours of my time each week, I recognize that seeing public content drop when our internal portfolio is quiet can look like a misplacement of priorities.
My ultimate commitment is to the paid subscribers who make this independent research possible. To keep my focus exactly where it belongs, I am pausing all public interviews for a while.
Within two weeks the move should be done and my dog shouldn’t need much supervision, which will allow me to more easily send out timely memos following any major piece of news.
Beyond my immediate schedule, the other factor at play is the nature of these junior stocks. News flow from most companies in our speculator portfolio is inherently slow, and it’s normal to hit 60-to-90 day dry spells. However, I know that a long silence can leave you wondering if a thesis has changed or if a stock is still a buy.
To ensure consistent communication, I am launching a Monthly Speculator Brief published around the end of each month.
This report will review every company in the speculator portfolio. Many updates will simply be a “no change” status check, a reminder of why I own it, and a confirmation of whether or not the stock remains in the ‘buy’ zone. This guarantees you hear about every company monthly, while any major, standalone news will receive more-timely memos.
With that said, let’s get onto the monthly Speculator brief...
Note to Paid Subscribers: Hitting a paywall? The micro-cap companies covered in these Speculator memos are too illiquid for our broader VIP tier. This memo is exclusive to Mining Stock Monkey PRO and Speculator tiers.