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Ferg's Finds
This is a short weekly email that covers a few things I’ve found interesting during the week.
Sep 3
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Ferg
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Ferg's Finds
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7
August 2024
The Danger Zone
Some thoughts on my exiting criteria and where the relative value is.
Aug 25
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Ferg
79
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The Danger Zone
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August AMA
Cheers,
Aug 24
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Ferg
18
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August AMA
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2
1:17:52
Ferg's Finds
This is a short weekly email that covers a few things I’ve found interesting during the week.
Aug 21
•
Ferg
55
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Ferg's Finds
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5
August Chat with Brad
Montenegro, shipbuilders, agricultural companies and some reflections on dealing with past cycles.
Aug 15
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Ferg
15
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August Chat with Brad
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5
55:58
Monthly AMA
Fire away with your questions
Aug 14
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Ferg
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Monthly AMA
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32
Ferg's Finds
This is a short weekly email that covers a few things I’ve found interesting during the week.
Aug 12
•
Ferg
59
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Ferg's Finds
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3
What's the Alternative?
Taxes, death and volatility?
Aug 8
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Ferg
67
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What's the Alternative?
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21
Offloading my Oil & Gas questions on Josh Young
Shale productivity vs rig count, what a Trump win could mean for oil & gas and a heap more.
Aug 2
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Ferg
37
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Offloading my Oil & Gas questions on Josh Young
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6
1:37:04
July 2024
Ferg's Finds
This is a short weekly email that covers a few things I’ve found interesting during the week.
Jul 31
•
Ferg
53
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Ferg's Finds
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10
July AMA
Cheers,
Jul 28
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Ferg
19
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July AMA
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6
1:49:49
Two Hours and a Freddo
Some things I missed in my recent write-up on oil.
Jul 25
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Ferg
58
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Two Hours and a Freddo
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