Sitemap - 2023 - Kontrarian Korner
2024: The Beginning Of The End Or The End Of The Beginning? (Part 2)
2024: The Beginning Of The End Or The End Of The Beginning? (Part 1)
Dumpster Dive Candidates For 2024
Peabody Energy: Add Some Coal To Your Stocking For 2024
Petrobras: Still Too Cheap For A Commodities Bull Market
I'm Paying Attention, But I Don't Care
Valaris: Speculating On The Warrants
Borr Drilling: Premium Jackups With Catalysts On The Way
Warrior Met Coal: Asymmetric Risk/Reward Even After A Massive Run
Different Strokes For Different Folks: Discussing Risk & Reward
NewLake Capital Partners: A Small Cap REIT With An 11.3% Dividend
Petrobras: Sentiment Has Turned & The Bull Run Is Set To Continue
Why Watchlists Are Important For My Investment Process
Natural Resource Partners: A Royalty Play On Coal With A Hidden Asset
First Update On The John Doe Portfolio
Enterprise Products Partners: A Safe And Growing 7.5% Yield
A Primer On Master Limited Partnerships
Vornado Realty Trust: A Contrarian Opportunity In Office Real Estate
Introducing The John Doe Portfolio
Enovix: A Speculation On The Future Of Battery Technology
Frontera Energy: A South American Speculation On Offshore Exploration
Ecopetrol: Another South American Energy Giant Trading For Pennies On The Dollar
Petrobras: Overblown Risks Lead To A Massive Opportunity For Investors
The Cyclical Nature Of The World (And Markets)
Valaris: Worth A Small Speculation
Tidewater: The Dominant Player In An Offshore Niche
Transocean: Torque For The Coming Offshore Bull Market
Offshore: Early Innings Of A Cyclical Upswing
Diworsification - Why I Run A Concentrated Portfolio
Peabody Energy: Buybacks & Dividends On The Way
The Coming Inflationary Decade
Money Market Funds: The Next Bubble Or The Logical Alternative To Savings Accounts?