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oil and gas
October 17, 2023
Subsea 7: Well-Positioned Business, Growing Market Share Across Cycles
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October 17, 2023
Oil & Gas: International Petroleum, MAHA Energy, Deep Value Driller
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June 12, 2023
Adam Rozencwajg on Intelligent Investing in the Oil and Gas Sector
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February 23, 2023
Outperforming by Focusing on Good Businesses With Low Expectations
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January 19, 2023
Subsea 7: Niche Offshore Services Leader at Major Inflection Point
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January 17, 2023
Glenn Surowiec Shares His Thoughts on Intelligent Investing in 2023
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January 16, 2023
Unit Corporation: Substantial FCF, Cheap Valuation, Uplisting Catalyst
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January 16, 2023
Two Energy Ideas: Sprott Physical Uranium Trust, PrairieSky Royalty
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January 13, 2023
Mohnish Pabrai on Intelligent Investing Globally in 2023 and Beyond
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January 12, 2023
Thinking About Opportunities and Challenges in Developing Markets
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January 8, 2023
Get Your Capital a Passport: Traveling Beyond the United States to Invest
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July 1, 2022
Spotify: High-ROI Grower With Scale, Brand, and Network Effects
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April 22, 2022
Harshan Jeyakumar on Intelligent Investing in Cleantech
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April 7, 2022
Hibiscus: E&P Player, Almost Tripling in Size After Inexpensive Acquisition
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April 6, 2022
Great Eastern Shipping: Lowly Valued in Recovering, Cyclical Industry
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January 13, 2022
Applus: Growing, Top Ten Player in Testing, Inspection, and Certification
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January 12, 2022
Houghton Mifflin: Digital Transition Improves Cash Generation
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November 4, 2021
Jim and Abigail Zimmerman on the Philosophy of Lowell Capital
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October 10, 2021
Contrarian Investment Opportunities for Uncertain Times
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September 30, 2021
Adam Rozencwajg on the Investment Implications of Copper Supply Issues
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