About this episode
I wanted to ramble on some of my thoughts on three situations that I’m paying the most attention to right now, and why I have been adding to Sable Offshore $SOC and Navios Maritime Partners $NMM . I also talk about Calumet $CLMT and what I’m watching there between now and mid-October. I’ll be writing part 2 today, which will focus on the rest the portfolio, different commodities, and sectors I have focused on over the last year and change. I’ll also write a bit about my thoughts on recent trades, and it should be out tomorrow morning.
Portfolio Weights
Get every episode summarized
Each time Kontrarian Korner publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
