By Paul Sankey
Published on November 26, 2025 at 3:37 PM
Assuming you are sitting in a traffic jam in the back of a limo being driven out to your country estate for Thanksgiving, we send a little reading for the holiday. You have no doubt seen or experienced this year’s travel data: all-time records. In this note we explain why every year more and more people drive for Thanksgiving, according to our theory: Ex-urbanisation. Notable for Thanksgiving travel, that we are clearly higher than …
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By Paul Sankey
Published on November 22, 2025 at 8:06 PM
Mark Viviano, who was on this week’s Happy Hour, is an outstanding presenter. He outlined the background and success of his part of Kimmeridge, the private equity oil firm started by Ben Dell and Neil McMahon, two former sellside Wall Street analysts. Former Wellington Oil & Gas buyside analyst Mark is now on his third Kimmeridge fund since starting up in 2020, same year as Sankey Research sent our first note, July 4th, Independence Day …
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By Paul Sankey
Published on December 22, 2024 at 7:21 PM
May Peace be with you all, First let me say to you, season’s greetings! Welcome to the end of 2024. We at Sankey Research – Greg and I with Analyst Hub hosting – joyfully hope for a great season for all. Let’s hope for the best from Trump II into 2025; the good news is, the world can hardly get crazier. It really feels like these are unprecedented times of weirdness. But as you know, …
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