GDS Appears on March 2020 Manual of Ideas Podcast

March 13, 2020


I was so pleased to be a part of this  discussion with The Manual of Ideas, and they've just released the MP3. Have a listen as we review recent market developments, observations, and opportunities. I discuss the dislocations and opportunities in the energy sector as a result of the coronavirus, and the sharp drop in oil prices. I also review my investment theses on Exxon Mobil (NYSE: XOM) and Schlumberger (NYSE: SLB), among other companies.



Glenn Surowiec on Manual of Ideas: March 2020 


Listen to the MP3





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Glenn D. Surowiec
Registered Investment Advisor

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