Lou Gagliardi has been an expert on the Oil & Gas Industry for over 20 years, with experience ranging from project economics at Texaco to company valuations at leading independent research and consulting firms, specializing in the analysis of global energy companies.
Lou’s core specialties run the gamut from Western Multinationals and Canadian Oil Sands to U.S. E&Ps and National Oil Companies (NOC) in emerging markets, from upstream exploration and production to downstream refining.
Lou’s bottom-up investment approach is wedded to an overarching energy view grounded in a risk-management-first attitude. In Cabot Wealth Advisory, Lou lays out the energy terrain to help his subscribers manage risk while enjoying the benefits of the sector’s long-term bullish trends.
Over his long career, Lou has been interviewed by CNBC, the New York Times, Forbes and the Financial Times regarding oil sands, emerging markets, Enron and El Paso. He was featured in Robert Bryce’s book on the downfall of Enron, as he notified his clients of Enron’s financial inadequacies prior to the market’s awareness.
Lou has written extensively of Canadian oil sands investment opportunities since 2000, and as early as 2003, he alerted investors of buying opportunities in emerging markets, including Brazil’s Petrobras, Russia’s Lukoil, Austria’s OMV and Hungary’s MOL.