Kaoboy Musings

Kaoboy Musings

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Kaoboy Musings
Kaoboy Musings
Why I Continue To Invest In Oil / Recent Reads / Recent Listens / Happy Thanksgiving!
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Why I Continue To Invest In Oil / Recent Reads / Recent Listens / Happy Thanksgiving!

Kaoboy Musings 15 – 11/22/2019

Michael Kao's avatar
Michael Kao
Nov 22, 2019
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Kaoboy Musings
Kaoboy Musings
Why I Continue To Invest In Oil / Recent Reads / Recent Listens / Happy Thanksgiving!
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Why I Continue To Invest In Oil

I’m not actually a masochist, even though it may seem like it with respect to this investment theme.  In Kaoboy Musings 10 & 13, I talked about a deeply contrarian investment thesis I’ve had for the last several years – oil and oil equities.

This has been an extremely challenging space to be invested in during the last seve…

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