Michael DiCarlo is a cofounder of Rocks Stocks and Resources, an extractive industries enthusiast, investor, and speculator with a passion for uncovering undervalued mining opportunities and providing deep insights into resource companies. Through the subscription-based newsletter, I deliver actionable analysis on the macro cycles of commodities while zooming in on the micro details of individual firms to help subscribers navigate the volatile world of mining investments. With over a decade of hands-on experience in the mining sector, I've honed my skills as a self-taught investor, starting from grassroots research into junior miners and evolving into a curator of market intelligence. As cofounder of Rocks Stocks and Resources, I focus on bridging the gap between global economic trends—like supply chain shifts and energy transitions—and company-specific fundamentals, such as exploration results, management quality, and valuation metrics. My approach emphasizes spotting asymmetric opportunities in precious metals, critical minerals, and beyond, drawing from years of market participation and speculation. My expertise is built on a foundation of rigorous self-study, reflected in my top favorite books that shape my investment philosophy: "The Mining Evaluation Handbook," "Mining Stocks Investors Guide," "Junior Mining Investor," "Understanding Mineral Deposits," "Essentials of Mineral Exploration and Evaluation," "The Intelligent Investor," "Securities Analysis," "Economics in One Lesson," "Psychology of Money," "Human Action," "The Essays of Warren Buffett," and "The Richest Man in Babylon." These texts have equipped me to blend value investing principles with technical mining knowledge, helping subscribers avoid pitfalls and capitalize on cycles. Self-educated and driven by curiosity, I believe in the power of disciplined speculation amid resource scarcity, always prioritizing long-term value over short-term hype. Outside the markets, my enthusiasm for extractive industries extends to exploring real-world mining dynamics. Subscribe to Rocks Stocks and Resources for exclusive insights, company breakdowns, and cycle updates, or connect with me on LinkedIn to discuss the next big opportunity in mining.

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