Long Idea
0Comments

Shale Surge

As the world navigates geopolitical tensions and rising energy demand, the significance of diversified oil production is more evident than ever.
by Italo Mendonca
Long Idea
0Comments

Liquid Assets

As the energy sector deals with waning inventories and calls for higher crude prices, this business offers robust cash flow generation at an attractive valuation.
by Italo Mendonca
Long Idea
0Comments

Pay The Piper

We think it’s sensible to look in the energy sector for overlooked ‘picks and shovels’ businesses with strong fundamentals and cheap valuations.
by Italo Mendonca