Energy Portfolio Update
I’ve made a couple of changes to the energy positions. For an updated version for subscribers, please check here: https://deepknowledgeinvesting.com/current-recommendations/
#energy
This Was Easy to Predict – Saudis and China
Most of the analysis we do at Deep Knowledge Investing is detailed and complicated. People often ask me how long it takes to write a post. The answer is it typically takes 1-3 hours to write something and days/weeks/months of research to know enough to have confidence in my conclusions. Sometimes, things just seem obvious…In … Read more
The Depth Report – Protests in China and the Portfolio
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The Depth Report – A Discussion About Energy
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Do You Adapt to Changing Market Conditions?
I’ve worked for and run a variety of different hedge funds with multiple strategies: concentrated long-only, long-short equity, long-term value, special situations, growth investing, options-based hedging, and even risk arbitrage (betting on the results of an announced but not completed merger or acquisition). The best investors have a clear understanding of what makes a good investment … Read more
