Aug 11, 2023
A jam-packed episode and I got three topics on deck for you.
1) Controlling emotions during price declines
2) Talking about Frontier and what is the more important variable for the name, the growth in fiber subscribers or the need for the company to rely on the debt markets to get to their destination.
Read the blog post about $FYBR here: https://www.wsgresearch.com/p/frontier-temperature-check
3) Talking through the Occidental thesis. I have held the name for about a year now and I continue to hold my focus on the big variables that I think will be driving the future returns going forward.
Read the blog post about $OXY here: https://www.wsgresearch.com/p/occidental-thoughts
I hope you enjoy the episode.
Email me: Michael@wsgresearch.com
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