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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By Paul Sankey
Published on December 1, 2024 at 4:56 PM
Greetings from Brooklyn Heights, Freezing! Trump brings us a new theme: “the pinball market”. Thanksgiving was a sort of proxy disaster this year, more of that to end this note. Suffice it to say that I hope you had a healthy, wealthy, and wise Thanksgiving. Thank you all for being clients, and if you are not a client and reading this, you should be paying, please. You are a Grinch to us, a thief of …
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