Archive - Kontrarian Korner

Podcast & Video Of The Week

My Appearance on The Pete Quiñones Show & Food For Thought On Different Long Term Trends

6 hrs ago •

Pounding The Table On Sable One Last Time

Taking A Look At Comps, Valuation & Why The Recent Feeding Frenzy Could Continue

May 15 •

29:01

Sable Offshore: Jefferies Weighs In

And A Clown Keeps His $6 Price Target

May 14 •

Kontrarian Korner #56 - Jon Costello (HFIR Ideas)

Taking A Look At Single Stock Ideas Across The Energy Sector

May 13 •

and

1:12:22

Sable Follow Up: Let The Games Begin

More Details On Gaviota State Park & Some Quick Thoughts

May 12 •

Sable Offshore: The Incoming Narrative Shift

Going From "Will Production Ever Restart?” To “What Is It Actually Worth?"

May 11 •

Kontrarian Korner #55 - HFI Research

The Disconnect Between The Narrative And Reality With OPEC, Capex Cuts In The Permian & Laying The Foundation For A Future Oil Bull Market

May 8 •

and

56:16

Kontrarian Korner #54 - Finding Value Finance

Gold To Oil At Extremes, The Long Term Commodities Cycle & What Sectors Look Attractive Today

May 7 •

1:08:55

Video & Podcasts Of The Week

Getting Perspective On Trump's First 100 Days, Interesting Events & Looking At Gold To Oil

May 4 •

Recession Or Reorganization?

Some Quick Thoughts On Sable, Offshore, Oil In General & If A Recession Is On The Horizon

May 1 •

36:50

April 2025

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