By Paul Sankey
Published on March 31, 2024 at 3:39 PM
Greetings! Happy Easter. Spring is here, early spring, in Brooklyn Heights. I have begun to spend long moments staring at the garden. I shift to another spot and stare at the beds again. No meaningful gardening action as of yet. One asparagus tip has emerged from last year’s “growing asparagus” debacle. Things are going well for us; where do we stand at end-Q1 2024? As Q1 closes, the first slide is titled: “Energy dangerously close to …
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By Paul Sankey
Published on January 26, 2024 at 8:32 AM
Mark Viviano of Kimmeridge private equity is always impressive. He was on our Happy Hour last evening, to a good crowd of investors. In 2020 Viviano launched a first fund for Kimmeridge, as a “public activist” model. That fund has now returned money to investors, which triggers Viviano’s return. OVV and Oasis were two high profile investments there. Oasis merged with Whiting to form Bakken play Chord Energy. OVV awaits a strategic move, in the …
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By Paul Sankey
Published on January 24, 2024 at 11:23 AM
4Q23 Earnings 1/19-1/23 (HAL, SLB, KMI, UAL, JBHT) On Sunday we said “Netflix to beat, Tesla to miss”. The Netflix call was hardly heroic, we just found re-setting all our accounts to be super-easy, those thrown off my ID happily subscribed themselves (son) and the Netflix film Society of the Snow is outstanding. One down, one to go, so if Tesla pulls a huge upside surprise, we are in coin flip territory on earnings call …
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