Mattr Corp: How to Transform an Industrial Business Through Rational Capital Allocation
In my latest portfolio update, I discussed the potential of investing in cyclical businesses and how shifts in a company’s business model or...
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Portfolio Update: December 2024
Welcome to my last portfolio update! Yes, you read that right! In the coming weeks, I’ll be announcing why I stop publicly sharing the details of...
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Portfolio Update: November 2024
Today, Let’s get straight to the point. While I typically share insights about the broader investment landscape, today I need to address some...
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Oilfield Services: Another Great Year Ahead
We expect oilfield service stocks to continue to outperform in 2023 and beyond based on supportive oil price fundamentals, rising capex levels...
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