Our Man in NYC

After a very quiet Q1, OM made a number of changes to the portfolio during April with the catalyst being an influx of cash into the portfoli...

The largest core theme across OM’s portfolio is things where supply is limited and where there is increasing demand.  Most obviously, you’re...

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...