Housekeeping: Sunday between 3p.m. and 4pm Ben Kelleran who runs KontrarianKorner will be visiting to discuss Energy stocks, specifically offshore drilling. He’s a fundamental analyst covering an industry whose time may have finally come.
We asked him because,what Chips were for us under the Biden admin (recall 2022’s SPECIAL BRIEF: 10 Year Investor Outlook) low cost Oil may very well be for Trump. We’re not 100% sure yet top-down. But Ben’s industry/stock analysis is a good place to start. Founders can ask ask questions.
The recorded portion will be made available for Premium as well
Cheers
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