Trader Ferg | Substack

Moats and Cannibals

Plus a new addition to the portfolio.

Mar 25 •

Two Hours and a Freddo

Some things I missed in my recent write-up on oil.

Jul 25 •

The Pain Trade Continues

Throwing some more capital into the dumpster fire in my portfolio

Jul 22 •

This is a short weekly email that covers a few things I’ve found interesting during the week.

Jul 17 •

Fire away with your questions in the comments

Jul 17 •

Digging into Shipyards

A new post-bankruptcy position and a relisting to keep a eye on.

Jul 13 •

July Mentor Chat

Talking oil, PGMs and land/agriculture investments.

Jul 11 •

43:36

This is a short weekly email that covers a few things I’ve found interesting during the week.

Jul 11 •

Trader Ferg

Trader Ferg

Full-time trader for 8yrs now. Currently, in uranium, oil, and coal. Sharing my research and thoughts about trades I'm in or considering.

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