(Last edited September 5, 2014.)
Mining – This blog has many posts on mining. Start with these two:
Online advertising – Google, Facebook, etc. (post)
Oil and gas
- Oil trap or value trap?
- Oil and Gas 101
- Why would anybody want to invest in independent oil and gas?
- How would a sociopath fleece investors in oil and gas?
- Spotting inflated oil and gas reserves
- How would a sociopath fleece investors in mining?
- Due diligence
John Malone – I have a multipart series on John Malone. Start with part 1.
Highlighted writeups are on the column to the right of this post.
I do not highlight writeups for my short positions. My writeups for short positions may be a little weird because I am trying to be careful not to say anything that I cannot prove to be true.