By Paul Sankey
Published on May 23, 2024 at 9:48 AM
This evening 4pm – Strategy Session Greg Bordelon on “Model Portfolio” featuring Jim Mooney. Portfolio Manager Death Match, Greg Bordelon vs Jim Mooney. The two friends and former colleagues at Millennium will debate process and application in running money in the oil and oil adjacent sectors. Both fabulously smart, experienced, knowledgeable, I am really looking forward to what they have to say. Register here: Sankey Strategy Session | James Mooney – Interest Form ~ Feedback …
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By Paul Sankey
Published on May 22, 2024 at 8:58 AM
Hess for Chevron sale shareholder vote Is next week 5/28 Source: Sankey Research, companies for logos Understood that Hess has a high level of passive ownership, around 30%, and insider ownership, around a further ~10% controlled by John Hess. It was therefore seen as a relatively straightforward vote that would be approved, until ISS recommended shareholders vote “Abstain” NOT “Yes”. But ISS seemed to be backward looking, disapproving the deal as agreed, rather than looking …
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By Paul Sankey
Published on May 18, 2024 at 4:06 PM
Model Portfolio Launch: Genesis to Revelation “What is your top pick?” – standard buyside question. Not this meeting. This was one of the single largest portfolio managers (PM) in New York, and that’s the world. Running multiple US$10 billions of large cap equities. This PM wanted to hear a whole long-short portfolio. Name the longs; name the shorts. Having taken few notes in the casual conversation up to this point, suddenly their pen was scribbling. …
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