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Quote of the day: In a war of ego, the loser always wins

Happy Hour Replay: Matt Polyak, L/S Energy PM

Matt Polyak of Hummingbird Capital has excellent returns running long/short energy equities. It is always interesting to listen to a PM, and hard to find any that can talk. Matt is his own CIO. He follows around 230 names aiming to do up to 5 company calls a day. That is a surefire way to get your ideas right. I mentioned how at Enercom, in-person meetings for me resulted in Long ProPetro, loved the CEO,

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Paul Sankey May 22, 2026 12:27 PM
Energy Transition
Paul Sankey

Happy Hour Matt Polyak, to catch a Hummingbird

Greetings from the United Nations building, Manhattan. Evocative, highly, for me to be here, given my late father worked as a British diplomat at the UN here in the 1950s. Today Happy Hour, always difficult to find a Portfolio Manager who is happy to talk, even less to find a genuine old-school long-short energy PM, but today we have: Matt Polyak, a long/short energy equity Portfolio Manager (Hummingbird Capital, love) to talk his book. Source:

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Paul Sankey May 21, 2026 10:06 AM
Energy Transition
Paul Sankey

Whataburger? Weekly DOE Data: Draw! Bullish!

NEW YORK, May 20 (Reuters) – The United States withdrew 17.8 million ​barrels of crude oil from its ‌inventories, the highest on record, the Energy Information Administration said on Wednesday, as the Iran war has ​cut global supplies and raised demand ​for U.S. crude and products. In a week. Oil analysts nod and say “we are heading for operational minimum inventory levels, fast.” ~ When will I retire? We have booked Paul Cheng, recently retired

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Paul Sankey May 20, 2026 6:00 PM
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