In Part 1 I looked at oil prices briefly, concluding that while important it is unknowable and therefore, as Warren Buffett advises, don’t spend all your time worrying about it. Instead lets worry about what we can know and that’s oil exploration.
This series of articles looks at how to value an oil company, from looking at the price of oil to oil exploration and production. By highlighting the key metrics used in evaluation you will have all the tools needed to value an oil company.
This is the final part of my series on hedging currency risk. I decided to go through how I decide on whether I want to hedge or not. For me I don’t automatically hedge, instead I choose whether to take on the risk or not based on analysis.
No this isn’t another post about Google Reader, it’s about my RSS feed. I have been using a third party…
Part 3 of my mini series on hedging currency risk. Here I show the results of the three hedges I put on, and decide which one performed the best.
It’s always a good idea to go back over your past investment decisions and evaluate whether they were correct or not and in this post I do just that.
Craven House Capital presents an almost unbelievable special situation. Selling at only 64% of its net assets, it is issuing new shares for almost 5 times the current share price, benefiting shareholders.
My portfolio performance for the first 6 months of 2013 and what it looks like as at the end of June.