Kennon-Green & Co. Global Asset Management, Wealth Management, and Investment Advisory

Oil Tanker Oil Stocks

Let’s Talk About Investing in Oil Stocks and the Oil Majors

I’ve received a significant number of requests over the past few months asking that I discuss what is happening with oil, natural gas, pipeline, and refining companies; to explain how I look at the situation and the sorts of things Aaron and I discuss when we’re allocating our own capital or the capital of those who have entrusted their assets to us. It’s a big topic with a lot of niche considerations but I want to take some time today to address the oil majors; the handful of mega-capitalization behemoths such as ExxonMobil, Chevron, Royal Dutch Shell, Total, ConocoPhillips / Phillips 66, and BP.

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How to Remain Detached from the Stock Market and Treat Your Investments Like Private Businesses Header

How to Remain Detached from the Stock Market and Treat Your Investments Like Private Businesses

How to Remain Detached from the Stock Market and Treat Your Investments Like Private Businesses When I was much younger, I kept seeing Benjamin Graham’s famous allegory called Mr. Market mentioned by great economists, investors, and financial historians.  I bought a copy of The Intelligent Investor to figure out why everyone was so enthralled with a book…

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Kennon-Green & Co. Global Asset Management, Wealth Management, and Investment Advisory