GDS Appears on March 2020 Manual of Ideas Podcast
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.