By Paul Sankey
Published on August 26, 2024 at 7:38 PM
With so many major oil & gas companies and clients heading to Pebble Beach this week, and Barcap in Manhattan next week, we thought it would be helpful to provide “Questions for Management”. Traditionally these notes are 20 pages long, brutal to write, stretching for specifics/filler, and arguably don’t help you cut to the pay zone. Here are questions for management in 250 words. While we think of oil & gas in this context, many …
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By Paul Sankey
Published on August 25, 2024 at 3:00 PM
Hello, The last week of Summer 2024 is upon us. Welcome to the first week of 2024/5! Source: Bloomberg, Sankey Research Good luck to you & yours, may it be a great year. ~ Briefly noted: still no Prime Minister appointed in France, which is causing a continuing political crisis there. And next thing you know the founder of Telegram is arrested this weekend at Le Bourget, Paris’s private airport. Telegram, and that story, are …
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By Paul Sankey
Published on August 22, 2024 at 11:54 AM
Delighted to say we have Dan Dreyfus, founder and Chief Investment Officer at Bornite Capital on Happy Hour today, sorry for the late notice I forgot to submit this note. A deeply thoughtful a-track player, Dan founded Bornite in January of 2019. He has 19 years of investing experience including fundamentally-driven long/short, capital structure arbitrage, distressed investing, merger arbitrage, and broader portfolio management. Dan joined 3G Capital in 2013 to manage a commodities and industrials …
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