This deserves another repost. Founder of Sato Foods upon his death donated 32% of company's float back to the company for FREE. A huge gift to shareholders. Has this happened anywhere else? Great writeup and despite doing well, co remains cheap.

No crying.

Charlie Munger: “What could possibly be more useful in life than that?”

$PBR Petrobras 🇧🇷 "Oil regulator ANP changed the criteria to [...] increase tax collection and also royalties, boosting Brazil's government coffers" Hello to more robbery; bye-bye to oil production increases, to current breakeven and to dividend increases 😬🤦‍♀️

Weather will be predominantly bearish forever, I’ve accepted that and it can continue to hold off higher prices, but LNG remains the long-term problem with #natgas. When Golden Pass comes online in the next month or so, we will be flirting with 20+ BCFd net export. Load growth

This week's Compass Intelligence video is up. Two big ideas for the week 1⃣ Inventory is not growing, most people don't know this 2⃣ Home prices are about to go negative vs 2024. Potential sellers see weak pricing and are holding back. Video follows the thread 📽️🧵👇 1/7

Esto hay que leerlo. De José Vicente Pascual. Tengo la íntima convicción y la razonable, vehemente sospecha de que la ola de incendios que está arrasando España responde a una estrategia perversa, terrorista, homicida y golpista. elmanifiesto.com/9174-2/

Will you be surprised if I say natural gas will become the most traded commodity globally? LNG will make it happen! As you know, I'm bullish on LNG and its supply chain. Events like GasTec Enterprises will surpass traditional oil conferences in importance. Link: gastechevent.com

In other words, nothing stops this train.

BAMwx foresees the DED of #natgas ☠️⚰️🪦 Seriously; consensus is that next week will be much colder. From that on, you know long-term forecast can give surprises 🤷‍♀️ (it's supossed the drop in temps for next week is already priced in)

EXCELLENT explanation about the housing situation in US 🇺🇸🏡 and the principles can be extrapolated to other Markets too (fundamental explanations)

I’m thinking low 20s for the report. Production at or near its ATH with all sources, putrid weather, and it still it will be -15 BCF vs 5 yr avg and -10 vs last year. #natgas

Weekly #natgas Storage Report (for week ending August 15, 2025) +13 bcf Recent bullish record injection for this week 🔥

Oof, never underestimate the importance of wind on #natgas consumption; it’s borderline more important than temperature variance already. Maybe if I was paying closer attention I wouldn’t keep boning it so badly, but I doubt it. It remains a demand story, but also…

Google $GOOGL owned Waymo just got its first permit from the New York Department of Transportation on Friday to start testing its Robotaxis in New York City - CNBC

Other #oil master class by the Master ⬇️

I guess its this one: