Tag: Oil

Investing 2020s Blog

Trimming The VSL Of Oil, Commies, Laggards & Zombies

Keeping our focus focused, I have been digging into our Very Short List – our focus stocks – and pruning a large tree or old ideas, bad ideas and mostly ideas where the thesis changed due to Coronavirus running up debt and running down growth for certain companies. Read this important piece on how we are getting rid of commies, oil, laggards and zombies. Sustainable Growth of higher membership required.

Investing 2020s Blog

Oil Hedges Won’t Be Enough

Oil and oil stocks are crashing as Russia and Saudi Arabia squabble. Russia’s motivation is clearly retaliation against U.S. shale over recent sanctions on Russia. Investors should not expect a quick or deep recovery for most oil stocks. Oil on the other hand holds some promise. Access with membership or a Free Library Card.