Our Man in NYC

Portfolio Update   OM made limited changes to the portfolio during the first quarter, as an influx of cash is expected early in the second q...

To borrow liberally from something I read this week; it doesn’t really feel like 2021 has started yet, so welcome to Day 397 of 2020!   Hope...

 Portfolio Update - Energy: One of the epicenters of the collapse in March, and OM suspects it will be a substantial dislocation opportunity...

Portfolio Update - Uranium:  Our Man continued to materially increase the Uranium position, as the positive signs continued . - Blockchain/C...

It’s been too long since OM’s last “Things from” so I’ll spare you much of an introduction.  The broad inspiration for this “Things from” is...

It’s been a while since OM last talked about Uranium in depth – over 2.5 years(!) – and with it closing in on becoming the largest position...

Portfolio Update Please see the recent Portfolio Update piece, for some thoughts on the current portfolio and its structure.  During the qu...