Big Picture, Small Cap Investing: Jim Letourneau

The Energy Report: You publish the Big Picture Speculator. What does that title imply? Jim Letourneau: I believe the macro context is often more important than the details about an individual company. I read a broad range of material every day that helps me form my views, and one of my best skills is putting together the big picture and connecting the dots for audiences. A recent example of my method is my coverage of the natural gas sector, which focused on how the abundant supply of natural gas has led to a complete shift in the types of companies that people should be following. Rather than natural gas producers, investors should find companies that are consuming natural gas, . . . → Read More: Big Picture, Small Cap Investing: Jim Letourneau