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I do believe that there is value in majors right now... the markets are beating them based on perceived electrification which is supposedly imminent.. it isn’t. Maybe for cars in 15 years but there...

Agree. I would hate to see people lose a lot of money they cannot afford (I.e pension) in the pursuit of making a couple of % in times of massive volatility when we KNOW the fundamentals are...

Often gives a good insight into internal perspective on company future? The missing piece is to show his total holding, this might be chump change.


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Fastjet is prob not a good example having lost 99% of its value in recent times...


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I love it when there is some good data to perfectly tell the story!


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You are being hard on yourself, this market is not behaving to any sort of historical norms. In my opinion, these heights are on borrowed time, over the longer term you can’t outrun the fundamentals...

https://www.google.co.uk/amp/s/oilprice.com/Energy/Energy-General/Is-The-Tesla-Bubble-About-To-Burst.amp.html

Interesting read. I think it lays out some important points - in Tesla (like tech in...

I would struggle to find a more overhyped stock than Tesla. Hopefully it is a long term hold and not a recent pick up.

Sounds like a good, long term approach to me.


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The markets are not reflecting reality right now. I expect they are rising with optimism of lockdowns being lifted, there is a reason they call The City “The great expectation machine”.

Lots of...

I expect oil will not be $40+ until YE (Brent). We do expect demand to reach 2019 levels until 2022.

Scary times, as I do not know enough about the markets, I will be sitting on the sidelines. I do agree that many very large companies will go bust... maybe the first few may be bailed out but it...