Summary Valuation metrics in financials and real estate. Evolution since last month. A list of stocks looking cheap in their industries. This idea was discussed in more depth with members of my private

Summary In the third quarter of 2019, Hess' revenues decreased to $1,515 million from $1,828 million in the same quarter a year ago. HES produced 312K net Boe/d in 3Q'19 (including Libya). It was up 4.7%

Summary I’ve never claimed to strive for perfection. Maybe Michelangelo did. For that matter, maybe he even achieved it. Vince Lombardi was right: “Perfection is not attainable. But if we chase perfection,

Summary We view timberland exposure as a great uncorrelated asset play that most portfolios deserve. As the only publicly-traded pure play on timber, CatchMark is in the enviable position of holding that

Summary One of investors’ darlings, the real estate sector, seems poised to continue outperforming the overall market. Central banks continue to ease around the world. As Jesse Livermore put it, buying