energy
Dear fellow investors, The news of the shocking OPEC+ announcement of a supply cut is saturating the minds of investors and market prognosticators. We would like to remind our investors of the longer-term implications of what we are seeing around the economy and markets pertaining to the energy business. We normally understand this from purely looking at the energy business, but also want to look at it from a technology lens. Q1 2023 hedge fund letters, conferences and more We have Mark Mills to thank for getting us past a cognitive disconnect over the last few years. His two books that we’d r...
ValueWalk
Excerpted from CEO EXCELLENCE: The Six Mindsets that Distinguish the Best Leaders from the Rest. Copyright © 2022 by Carolyn Dewar, Scott Keller & Vikram Malhotra. Excerpted with permission by Scribner, a division of Simon & Schuster, Inc. Time And Energy PracticeHow heavy is a sixteen-ounce glass of water? On one hand, the answer is in the question. If you pick up the glass of water, you could probably guess the weight. But what if you held the glass of water in the air for an hour? Your hand would likely be aching, and it’d feel a lot heavier than sixteen ounces. And what if you held it in t...
ValueWalk
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