About Tim Lee
Biography
Tim Lee is an investment analyst and writer focused on the metals and mining sector. He combines macro cycle work with bottom-up company research to identify value and momentum across gold, silver, base metals, and battery materials. Tim has advised private investors and small funds and publishes plain‑English insights for long‑term compounding.
Approach & Philosophy
Discipline first: focus on cash flows, balance sheets, asset quality, jurisdiction, and management. Blend secular themes with cyclical timing to build resilient exposure and avoid permanent loss of capital.