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A Builder and His Mine

The heightened news-flow in recent weeks surrounding energy prices and government mandated carbon-zero targets, coupled with the entry of Sprott into the physical uranium market has created much interest in the uranium and nuclear space. We do believe the increased…

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Second Quarter 2016 Updates

Please click here to read our brief quarterly letter reviewing our opportunity set and a couple new positions. Additionally, our presentation on EXOR was selected by the Ira Sohn foundation as a finalist in the stock-picking contest. I’m convinced the…

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Cairn Energy (CNE LN): Outlier

We recently put the following chart together that shows just how cheap and high quality Cairn Energy (CNE LN) is relative to the entire universe of independent exploration & production companies (E&P) with market caps above $250 million. In the…

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MCF: From Runoff to Run Up

We've recently published our research on Contango Oil & Gas, for various reasons we couldn't post it until today. Please let us know if you have any contrary thoughts at info@gwinvestors.com. To view a PDF version of the report, please…

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