HF investor letter on energy or commodity
Have anyone come across any good HF investor letters on the energy sector or energy commodity? Thanks.
Have anyone come across any good HF investor letters on the energy sector or energy commodity? Thanks.
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Horizon Kinetics has written extensively on oil.
Thanks, I saw that one, pretty good.
Bump. Also interested
I’d look at Massif Capital - they only invest in real assets (i.e. energy, natural resources, etc.), and I’ve found their stuff to be insightful.
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