The complete The Sunday Roast archive
Long-form investing, at a restful pace.
Every conversation ever published — fully transcribed, searchable, and linked to the companies discussed, so you can see how the calls have actually aged.
Latest conversations
Beyond mining: quiet compounders on AIM
A change of pace — three under-followed AIM industrials with real cash generation and no story to sell.
With Sara Okonjo
Gold juniors: separating story from substance
How to read a drill result, judge a management team and avoid the perennial promoters of the junior gold space.
With Rupert Lane
Copper, patience and the long cycle
A calm conversation on the structural copper deficit and why small-cap explorers may be the leveraged play of the decade.
With Helena Marsh, Tom Bryant
Track record
Every company mentioned is recorded with the date, the view taken and the price at the time of discussion. Live pricing is coming; the history is already here.
Writing
The Sunday note
New transcripts, company updates and the occasional long essay. Sent when there is something worth saying.