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Strategies & Market Trends : Value Investing

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To: robert b furman who wrote (78306)	10/23/2025 7:38:49 AM
From: E_K_S	Read Replies (1) of 78427

Re: Northern Oil and Gas (NOG) My 'Value' investment thesis is simple. I want to own hard assets and NOG has those. I believe we are in a very long term "Debasement" of the $US as evidenced by Gold and the other metals. So the companies that benefit from such a situation are those that own (1) hard assets which generate good FCF stream(s); (2) hold debt denominated in $US that losses value over years; and/or (3) have revenue streams, assets and/or customers that pay in something else other than in $US. In other words, I believe the U.S. Dollar Index Cash(DXY00) will move lower because of the huge debt the US maintains (no exit strategy except going back to the gold standard and/or backed by some basket of hard/real tangible assets). If that is the eventual strategy NOG is a perfect fit for the portfolio. My garden too is done w/ 6" of snow earlier this week. Not sure how long anything survives, maybe the Kahle and beets have a few weeks left.

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