Talos Energy: Trading At A 20%+ Free Cash Flow Yield While Being Accumulated By Carlos Slim

For almost a decade, I held research analyst positions in various investment firms, mostly in Toronto. In the summer of 2021, I left the city and moved in a yurt I built in the boreal forest. I went from living in downtown Toronto to living alone in the woods approximately 100km away from the closest paved road or grocery store.The longer I stay in the woods, the deeper I understand the fundamental role of energy and commodities. Self-sufficiency does not exist, whether in nature or in society. On a persona ...