Core Viewpoint - The decision to sell all oil stocks was not based on a bearish outlook for oil prices, but rather to allocate funds for a significant investment in Whitecap Resources [1]. Group 1: Investment Strategy - The company focuses on capital management and has transitioned from engineering to finance since 2018 [1]. - The investment philosophy is rooted in fundamental analysis, emphasizing a "Margin of Safety" and a "Catalyst" for stock selection [1]. - The portfolio is typically limited to a maximum of 10 stocks, indicating a concentrated investment approach [1]. Group 2: Knowledge and Expertise - The company has acquired financial knowledge from reputable sources, including NYU Professor Damodaran and influential investment literature such as "Margin of Safety" and "The Intelligent Investor" [1]. - The writing on platforms like Seeking Alpha serves as a means to organize thoughts and share insights on the energy sector [1].

Group 1 - The author has a long-standing interest in the energy sector, particularly in oil, gas, energy, and metals, and has transitioned from engineering to capital management since 2018 [1] - The investment strategy focuses on fundamental analysis, emphasizing the importance of a "Margin of Safety" and a "Catalyst" for stock selection, typically maintaining a portfolio of no more than 10 stocks [1] - The author engages with the investment community through writing to share insights and organize thoughts, particularly in the energy sector [1] Group 2 - The article does not provide specific company or industry performance metrics or forecasts [2][3]