VMK is now at work and up to his elbows in US oil services companies trying to find some hidden gems in this much unloved sector.
Found one. Looking at another.
Sometimes I think there must be an easier way to make a living. But I have the DNA of an investor and can’t change that.
More on LVT when I have something useful and new to add after some work. But I won’t be forecasting share prices. That is up to each of us.
VMK is now at work and up to his elbows in US oil services...
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