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.