Jun. 25 at 10:21 PM
$NFE
I write this because you seem to be quite self assured of your knowledge in the energy space (and I agree, it's quite impressive for someone on Twits). But I think you might be missing the forest though.
I guess what I'm saying is this: There's very little edge that you have if you're playing the fundamental analysis game because armies of pros are already doing it, better and with far better information. Anyone who disagrees is simply being fooled by their ego. If you win, you got lucky on a risk-to-return basis, and if you do this consistently, you're not beating the market at all, and you shouldn't expect to in the long run.
There are certain situations where the retail investor can win against institutional, and those are the rare situations where true market beating returns (on a risk adjusted basis) come from. Without elaborating on the types of unique situations, I'll just say that NFE strikes me as potentially of those.
$VG
