Andermatt Research’s Newsletter
Andermatt ResearchInvestment Idea Generation Combining Asymmetry with Probability
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|---|---|---|---|---|---|
| Issues | 4 | Subscribers | Read | andermattresearch.substack.com |
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Margin of Safety in Hydrocarbons
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Oil & Gas | A Boom & Bust Industry In Transformation
In this post, I would like to cover George Soros’ reflexivity framework and explain how it it fits within the oil & gas industry. Why there is potential for upside excess and ways to think about asymmetric outcomes. To set the stage, an ove...
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This is Andermatt Research's Newsletter, a newsletter about Investment Idea Generation Combining Asymmetry with Probability.
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Investment Idea Generation Through The Lens Of Asymmetry
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