Merry Christmas from Mr. Market?

This article is authored by MOI Global instructor Serge Belinski, chief executive officer of Value Holdings, based in Paris.

It is an honor to be invited as a speaker at MOI Best Ideas 2020 where I plan to speak about the investment opportunities that we are currently finding in the Oil & Gas sector.

I’d like to take this opportunity to update our Best Ideas 2018 presentation on Orca Exploration Group. Although the idea has performed decently from there (+48% including dividends), we believe the best is yet to come.

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Disclosure: The author holds a long position in Orca Exploration Group. Please do your own work as mistakes may happen in investing.