Nelson Wu: Energy Assets Are The Most Under-Owned Stocks These Days

ValueWalk’s Raul Panganiban interviews Nelson Wu, the founder of OpenSquare Capital. In this part, Nelson discusses the disconnect between the fundamentals, physical and financial markets, investments in the oil sector, pure play LNG company, biggest risks the natural gas sector is facing, and Apple’s phone sales and hardware solution service. See part 1 here. See part 3 here. See part 4 here. See part 5 here. Q2 hedge fund letters, conference, scoops etc And I saw that on your last letter the decoupling and disconnect between the fundamentals, physical and financial markets, I found that very interesting, can you just…