Single Stock Spotlight #14: Kosmos Energy (KOS)
Kosmos Energy (KOS) is pitched as an oil stock poised to outperform if oil stays above $70-$80, supported by a claimed 2 billion-barrel…
NYSE
Kosmos Energy Ltd.
KOS
2 stories
$1.6B Market cap · 2026-10-08
Tullow Oil: Fire Sale
Tullow Oil faces falling Ghana production, heavy debt and tax-arbitration risk as Kosmos weighs a possible acquisition structure.
Investor Letters
Letters that discuss KOS.
- Patient Capital Management 2Q25 Portfolio Activity and Attribution 2Q25 BABA $270BCOIN $47BCOST $418B
- Patient Capital Management 3Q24 Portfolio Activity and Attribution 3Q24 BABA $270BET $70BEXPE $31B
- Patient Capital Management 3Q25 Portfolio Activity & Attribution 3Q25 PGEN $2.8BBABA $270BCROX $5.5B
