Companies Overview
In this over-view we outline the parameters of considering oil company valuation. Basically Asset PV of future free cashflow x management quality = market value… Continue reading
Recent Posts
Sunday Sankey 2/7/21
Snowing again here in Brooklyn Heights. One thing that is very striking in this week’s charts is the 6-10 Day weather forecast for North America. It is freeeeezing. Bluest map I can remember publishing, and we publish it just about every week in mid-winter and high summer. As noted our Happy Hour this past week was very bullish oil, basically the call is that oil just went up 15% in a month and is rising […]
Sunday Sankey 1/24/21
“Does anybody in Washington care about the deficit? I mean 25% of all dollars ever printed were printed in 2020, and the total stimulus at $5trn, so far, exceeds the GDP of Germany… and Biden plans more…” I asked Frank Kelly, head of government affairs at DB, as we sat in Great Falls, just outside Washington DC, in a gastropub. We had driven past the preposterous mansions that line the road of this former farming […]