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Why Oil & Gas is Off the Radar + Smallcap Opportunities $VTLE $JOY.TO $SD with Josh Young, Founder and Portfolio Manager at Bison Interests
Planet MicroCap Podcast | MicroCap Investing Strategies
How Much Should a Generalist Focus on Energy?
I think most people should just put money with managers who outperform over time or in index funds and not spend time on any of this stuff, whether it's the hot trend of the day. So I would argue that they've been less relevant for a while especially as oil and gas stocks have underperformed. Energy went from almost 30% of the overall market like 30 or 40 years ago to close to 4%.
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