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Nelson Wu: Energy Assets Are The Most Under-Owned Stocks These Days

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Jacob Wolinsky
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ValueWalk's Raul Panganiban interviews Nelson Wu, the founder of OpenSquare Capital. In this part, Nelson discusses the disconnect between the fundamentals, physical and financial markets, investments in the oil sector, pure play LNG company, biggest risks the natural gas sector is facing, and Apple's phone sales and hardware solution service.

Q2 hedge fund letters, conference, scoops etc

Energy Assets
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And I saw that on your last letter the decoupling and disconnect between the fundamentals, physical and financial markets, I found that very interesting, can you...

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Jacob Wolinsky is the ex-Founder of Valuewalk.com (founded 2011, sold 2023). He is founder of HedgeFundAlpha (formerly ValueWalk Premium), a hedge fund focused intelligence service for institutional investors. Prior to founding Valuewalk, Jacob worked as an equity analyst covering small caps, a micro-cap analyst, doing member development a large hedge fund community and freelance financial writing. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal id. Other methods of secure communication are also available. FD: I almost exclusively avoid the purchase of equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds. I will disclsoe if I have a stake in any company, but in general avoid