Sharing Ideas? Beware of Negative Lollapalooza Effects

“Good investment ideas are rare, valuable and subject to competitive appropriation just as good product or business acquisition ideas are. Therefore we normally will not talk about our investment ideas.” — Warren Buffett, Berkshire Hathaway Owner’s Manual One of the

The Risk of Backing into a Speculative Position

You can choose a ready guide in some celestial voice If you choose not to decide, you still have made a choice You can choose from phantom fears and kindness that can kill I will choose a path that’s clear

The Facts Change at Contango Oil & Gas

Over the past several months, Contango Oil & Gas Company shareholders have received a steady stream of bad news. Read this article for an update on our investment thesis.

Contango Oil & Gas Company: Recent Developments

This article presents an update to our in-depth profile of Contango published in September. The company’s stock price has remained under significant pressure due to a number of company specific factors that we discuss in this update.

Contango Oil & Gas: Compelling Opportunity for Natural Gas Bulls

In this article, we discuss the investment merits of Contango Oil & Gas, a unique exploration and production company with a compelling risk/reward profile.


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