ORG was nice, I learned about oil cycles and still did reasonably well out of this one. Did you go as big as I did, STO is 50% of my portfolio now I certainly reserve the right to trim it back a bit.
ORG had the electricity asset advantage which boosted it also, perhaps if I was smarter I would have seen that coming. Just the diversification was a +
Could go either way on STO really, actually I kind of have to trim - as others said it's a wide world and there are companies with exposure to the $50-60 new normal thesis.
I still don't think I was wrong about that but WAY WAY too early. Maybe I can quadruple a nice chunk of change in something with no risk.
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