HF investor letter on energy or commodity
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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