Keeping Emotions in Check, Frontier Update, and Big Variables for OXY

Wall St Gunslinger Podcast

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Keeping Emotions in Check, Frontier Update, and Big Variables for OXY

Michael Kandolin

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.
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 $FYBR here:

Wall St Gunslinger

Frontier Temperature Check

Since I wrote the initial post in March there has been one large question floating around in my head: Where are they going to get the cash to continue the build-out of their fiber network? I am worried they are going to have to rely on the market’s appetite to fund their growth engine rather than use internal cash flow. Thus, putting the execution of the…

a year ago · Michael Kandolin

Read the blog post about $OXY here:

Wall St Gunslinger

Occidental Thoughts

Disclosure: I am long OXY The first time I was ever interested in Oil and Gas was during the heat of COVID when the price of oil dipped negative. Although the fear was understandable during that precious time, I thought there was a bit of an overreaction and there could be some opportunities…

a year ago · 1 like · Michael Kandolin

I hope you enjoy the episode.

-Michael

Twitter: https://twitter.com/Wallstgunslingr

Email me: Michael@wsgresearch.com

Please be advised, Wall St Gunslinger is not an investment adviser and does not give personal investment advice. All content is for educational and entertainment purposes only. Investing entails a lot of risks and should be managed appropriately. Please do your own research and consult with an investment professional before making any investing decisions. Thank you.