I Just Don't Know... - AdventuresInCapitalism | Small Companies-Big Upside

Even guessing the price of oil (where I have a lot of exposure) is fraught with risk—while I think oil is going much higher, there are plenty of variables that go into that calculus, potentially deferring my thesis.

At least with offshore energy services, I can look at the backlog and have a good degree of confidence that results will get dramatically better

with physical uranium, I believe the deficits will blow out to such ludicrous levels that barring a nuclear accident, I cannot fathom how the price isn’t higher in a year. In my view, these are such easy calls to make, that I’ve made them into very substantial positions.