Oil, gas, energy, metals: that is the core of my research. I am a semi-retired former engineer who changed careers in 2018 to focus on capital management. I gained most of my knowledge of finance and valuation from Professor Damodaran of New York University and from books such as “Margin of Safety” and “The Intelligent Investor.” I specialize in fundamental analysis and need both a deep “margin of safety” and a “catalyst” to consider adding a stock to my portfolio. My portfolio typically contains no more than 10 stocks. I joined Looking Alpha because writing helps me organize my thoughts and allows me to share them with others. Subscribe if you enjoy in-depth knowledge about the energy sector and want to better understand what you are buying.
Analyst Disclosure: I/We have a beneficial long position in LBTYA stock, whether through share ownership, options or other derivatives. I wrote this article myself and it expresses my own opinions. I don't receive any compensation for it (aside from Seeking Alpha). I have no business relationship with any company whose shares are mentioned in this article.
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