Category: Energy | Page 2 | MOI Global

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January 8, 2020 Three Ideas: Senior Lien (Bond Like) Infrastructure Investments Read More

January 8, 2020 Kelt Exploration, Orca Exploration: Cheap, Well-Run, Profitable Operators Read More

October 4, 2019 Vestas: Top Maker of Wind Turbines, with Growing Service Revenue Read More

September 19, 2019 Serge Belinski and Nigel Friend on Unlocking Value at Orca Read More

July 4, 2019 Enphase Energy: A Data Ecosystem to Manage Residential Solar Energy Read More

June 27, 2019 Texas Pacific Land Trust: Largest Land Owner in Permian Basin Read More

April 19, 2019 Thoughts on Fossil Fuels and Global Warming Read More

February 28, 2019 Orca Exploration: Graham-Style Deep Value Bargain Read More

January 16, 2019 Viper Energy: Royalty Company Growing via CF-Accretive Deals Read More

January 12, 2019 Tidewater: Leading Owner and Operator of Offshore Supply Vessels Read More

January 12, 2019 Tidewater Midstream: Opportunistic Company Run by Incentivized CEO Read More

January 12, 2019 Murphy USA: Promising New Initiative Not Reflected in Valuation Read More

January 11, 2019 Tidewater: Post-Bankruptcy, Well-Capitalized Leader at Discount Read More

January 11, 2019 National Oilwell Varco: Dominant Supplier, Transformed Read More

January 10, 2019 Diversified Royalty and Athabasca Oil: Small-Cap Opportunities in Canada Read More

October 23, 2018 Bryan Lawrence on Intelligent Investing in the Energy Sector Read More

October 13, 2018 OMV Petrom: Project Optionality at Romanian Sub of Austria’s OMV Read More

October 12, 2018 Offshore Industry and Borr Drilling: Poised for Cyclical Revaluation Read More

October 11, 2018 John Wood: Oil & Gas Engineering Leader with Strong Management Read More

September 25, 2018 Bob Robotti on Contrarian Investing in the Energy Sector Read More