2 Comments

Can you talk about why you bought some of these tickers this month like CVX for example when they are cutting thousands of jobs?

Expand full comment

Thank you for your comment, Matt.

The short answer, for each of those tickers, is that I am happy with the price I am paying right now in comparison to the long-term value.

With CVX specifically, I view the Hess deal going through and the recent news from the Tengiz oil field production in Kazakhstan coming online as a big plus from a long-term growth standpoint.

Expand full comment