In today’s Exponential Investor…
- Can a whole portfolio be energy stocks?
- Oil at $60, $80 a barrel?
- How to be “capital agnostic”
In your latest Exponential Investor podcast we talk about the idea of a whole portfolio consisting of energy stocks.
Of course you really shouldn’t go “all in” on any one specific asset class when building a robust portfolio. But today Kit makes a valid argument about how you can combine the big oil giants of the past with the exciting growth opportunities that “clean tech” brings to investors.
We discuss the ramifications of this idea and perhaps the best thing investors can do is to avoid the noise and look for value.
As Sam explains, the idea that value investing is dead is utter rubbish. If you know where and how to look at companies in the market you can find just great companies at a discount that can deliver immense yield.
In many cases adding these stocks to a portfolio is a “no-brainer” and can even mean you’re invested with a “capital agnostic” mindset in place.
Today’s podcast gives you a great look at how we assess the market, where we’re hunting down opportunity and what’s coming in the weeks ahead.
Sam Volkering and Kit Winder