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We aren’t contrarian for contrarianism’s sake
We conduct independent analysis
And when our analysis looks different, we don’t hold back
One of our reports was cited in Bloomberg
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A few popular editions:
Magnolia Asset Review - December 18th, 2020
Chesapeake Ch.11 - June 30th, 2020
CDEV: Capital Structure Case Study - June 9th, 2020
Ring Energy: an RBL Case Study - May 8th, 2020
Beyond China - Feb 10th, 2020
Crude Dissonance - Mar 27th, 2020
Contagion & Crude - Jan 28th, 2020
Pandemic - Feb 25th, 2020
The Game Theory of a Price Collapse - Mar 10th, 2020
German Oil - Jan 24th, 2020
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Matt Sterett is the Editor.
Pierre Follea is a frequent contributor.
3x other individuals have participated - and will remain anonymous… for now at least.
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