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Focusing on energy investing, #FIRE, bargain shopping, travel points, independent budget travel and food that doesn't involve eggs and organs

Jan 12, 2023, 15 tweets

NBF - Oil, Gas & Consumable Fuels Report - Megathread
"2023 Outlook: Down, But Not Out"
Top 2023 ideas
Oil $CVE $ERF $HWX $TVE $WCP
Gas $AAV $ARX $BIR $TOU
Themes
-Capex increase Y/Y
-Cash returns to rise
-M&A for inventory
-Historically discounted multiples
1/x
#COM #OOTT

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