Tracking Kahn Brothers Portfolio - Q2 2020 Update

05:18am, Thursday, 06'th Aug 2020
Kahn Brothers’ 13F portfolio value increased from $547M to $592M this quarter. BP and Patterson-UTI were increased while reducing Hologic and Merck.
The latest oil and gas news, dedicated to all things oil and gas: people, technologies, transactions, trends, and macro-economic analysis that impact commodity prices.

Energy Report: Coming Attraction

12:00am, Thursday, 06'th Aug 2020
Commodities Analysis by Phil Flynn covering: Royal Dutch Shell PLC Class A, Exxon Mobil Corp, Crude Oil WTI Futures, Natural Gas Futures. Read Phil Flynn's latest article on Investing.com
Even buy and hold investing proponents strongly believe in reconsidering a stock when the company's strategy changes materially.
Forget about BP stock - you should be buying this energy stock instead...
BP and Shell have had to reduce their share dividend - it's a chance to have a radical re-think of how wealth and resources are distributed
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