William Thomson
Massif Capital
Long/short in liquid real assets: energy, materials and industrial businesses with tangible, long-lived assets.
Best for Investors in commodities, energy and other real-asset businesses.
Why I read William
Will and Chip write about cycles, bottlenecks and their short book with rare candor. One of the few serious letters on energy, metals and industrials.
Links go to the firm's own site unless marked "via", which means a public copy of a letter the firm no longer hosts. Official letters page ↗