Iranian deal done
While slightly later than expected, a comprehensive deal on Iran's nuclear weapons program has now been reached. We think this is a good deal that...
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VNG (VinaGame): The Only Tech Unicorn In Vietnam
VNG filed for a US listing last week. The investment thesis of the company remains more or less the same as what we highlighted in this note.
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Key Juncture for Tankers and How to Get Proper Tanker Exposure
We are in the sweet spot of a recovery in tanker shipping coming after the sub-sector has marked multi-year lows. The driver has been oil price...
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Saudi Succession shifts solidify supply surge
In recent months Saudi Arabia has added the equivalent of half a Bakken in production as they try to front run a likely Iranian nuclear deal in...
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Bubblin' Crude, Black Gold, Texas Tea - A Model for Buying The Dip
This is the start of a short series of thought pieces related to crude oil. This first one is a quick-and-dirty model for looking at swings in oil...
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