Kosmos Energy Ltd. (KOS) Fell Due to Market Concerns Amid OPEC+ Supply and Demand Fears
In its second-quarter 2025 investor letter, Hotchkis & Wiley Mid-Cap Fund highlighted stocks such as Kosmos Energy Ltd. (NYSE:KOS). Incorporated in 2003, Kosmos Energy Ltd. (NYSE:KOS) is a deep-water exploration and production company. The one-month return of Kosmos Energy Ltd. (NYSE:KOS) was 12.37%, and its shares lost 59.76% of their value over the last 52 weeks. On July 29, 2025, Kosmos Energy Ltd. (NYSE:KOS) stock closed at $2.32 per share with a market capitalization of $1.109 billion.
Hotchkis & Wiley Mid-Cap Fund stated the following regarding Kosmos Energy Ltd. (NYSE:KOS) in its second quarter 2025 investor letter:
"Kosmos Energy Ltd. (NYSE:KOS) is an independent exploration and production (E&P) focused offshore. Kosmos is competitively differentiated because of the expertise it takes to explore, discover and operate assets offshore. Kosmos' producing assets are located in the US Gulf of Mexico, Ghana and Equatorial Guinea. Shares fell over the quarter on worries about the Organization of the Petroleum Exporting Countries+ (OPEC+) barrels returning to the market, coupled with worries about slowing demand. We continue to believe the valuation of the stock does not fully reflect the value of the Company's existing production. In addition to its existing production it also has additional brownfield and greenfield liquified natural gas (LNG) development opportunities, an exploration portfolio, and a platform to acquire and operate additional offshore resources."
A drilling platform in the middle of the ocean, showing the oil and gas exploration process.
Kosmos Energy Ltd. (NYSE:KOS) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 24 hedge fund portfolios held Kosmos Energy Ltd. (NYSE:KOS) at the end of the first quarter, which was 27 in the previous quarter. While we acknowledge the potential of Kosmos Energy Ltd. (NYSE:KOS) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
In another article, we covered Kosmos Energy Ltd. (NYSE:KOS) and shared Patient Capital Opportunity Equity Strategy's views on the company. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors.
READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money.
Disclosure: None. This article is originally published at Insider Monkey.
Hashtags
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Washington Post
a minute ago
- Washington Post
Trump should heed, not hide, the jobs numbers
Here's a life hack for readers who are trying to lose weight and are discouraged by the numbers on the scale: Take a hammer to the thing. If that seems too destructive, donate it to the Salvation Army and, if you must keep a scale in the house, buy a new model that tops out at 150 pounds. The secret behind this hack is psychology. It's hard to eat less than your body wants, which is why people who try to lose weight often fail and feel miserable. But if no working scale is available, you can't fail: Eat as much as you like; the numbers will never climb. Sound crazy? It is. But the president has just used a version of this trick to deal with a sagging American jobs market. For months, commentators have been asking why tariffs aren't weighing on the economy more heavily. Importers — including many manufacturers — have been worried that they will. But the headline jobs and gross domestic product data have looked pretty good. Then came Friday's jobs report. The Bureau of Labor Statistics, a unit of the Labor Department, revised its estimates for May and June payrolls sharply downward, by more than 250,000 jobs, and estimated that the economy added only 73,000 jobs in July, well below analysts' expectations. Virtually all these new jobs came from health care and social services. The numbers contain no sign of the manufacturing boom that President Donald Trump has promised. This is not the sort of jobs report any president wants to see; it's the kind that portends falling approval ratings and party losses at the next election. So Trump took immediate, decisive action: He hopped on Truth Social and announced that he would fire Erika McEntarfer, the commissioner of the Bureau of Labor Statistics. This move was so boneheaded, William Beach, who served as bureau commissioner during the first Trump administration, called it 'totally groundless' and 'a dangerous precedent' that 'undermines the statistical mission of the Bureau.' A hearty second to that. Trying to intimidate the Bureau of Labor Statistics is the policy equivalent of smashing your bathroom scale. It's banana republic stuff, and it won't work any better in the United States. On the margin, a few voters might be fooled into thinking economic conditions are better than they really are. But the trick can work only so far — as the Biden administration found out when it tried to gaslight voters into believing that everything in the White House was going just great. The people most susceptible to the spin fall into two groups: the president's base, who don't need it, and high-information voters who pay close attention to economic data, many of whom will understand how the numbers have been juked, and most of whom probably already know which side they're voting for next time around. Everyone will be paying closer attention to what's happening in their own experience. Are wages rising? Are their friends and relatives being laid off? Is it easy to find another job? If they're getting the wrong answers to these questions, it really doesn't matter what numbers the bureau is putting out. That is, it doesn't matter politically. Bureau of Labor Statistics numbers matter tremendously in other ways. They feed into a great deal of market activity as well as vital social science, both of which are possible only if the numbers are trustworthy. The statistics are also, of course, one of the president's essential guides to economic policy. This guide is now telling the administration that it is moving in the wrong direction. A wise politician would take heed and course-correct to avoid bumbling deeper into the woods. Instead, Trump wants to shoot the messenger so his supporters won't realize he's led them astray. He might be able to find a new BLS commissioner who will cook the numbers to make them more aesthetically pleasing, though this would not be easy. As economist Scott Winship of the American Enterprise Institute pointed out, a lot of people work on these numbers, 'So absent mass firings at BLS, this solves nothing.' But even if Trump managed to bully the guides into telling him what he wants to hear, what then? Eventually voters will look around and notice the truth: America is losing its way.
Yahoo
28 minutes ago
- Yahoo
3 Things to Know About Palantir (PLTR) Before It Reports Q2 Earnings
Key Points Palantir's Artificial Intelligence Platform is changing the way businesses and governments operate. The company is growing quickly but sports an outsized valuation. A slowdown in growth could have an impact on the Palantir stock price. 10 stocks we like better than Palantir Technologies › Perhaps the most interesting stock to buy in the market today is Palantir Technologies (NASDAQ: PLTR). The company, which is using its artificial intelligence (AI) platforms to completely alter how governments and commercial businesses operate, is up roughly 480% in the last year alone. So far in 2025, the stock is up almost 110%. Along with that remarkable run-up is a story of obscenely high valuation. Investors are betting big on Palantir to the tune of some rarely seen valuations, such as a price-to-earnings ratio (P/E) nearing 700 and a forward P/E of 270. Palantir has its second-quarter earnings call scheduled on Aug. 4, after the market's closing bell. If it can maintain its growth momentum, its stock will continue to soar. However, a slowdown in growth could be devastating and let the air out of the Palantir balloon. Here's what investors should be watching for as the company prepares its Q2 report. Palantir's growth numbers Palantir is seeing serious growth since it unveiled its Artificial Intelligence Platform (AIP) in the spring of 2023. AIP uses generative AI to allow users to input commands and lengthy prompts into Palantir's powerful network in order to get real-time insights and predict the outcomes of events. For government users of Palantir's Gotham platform, it's now much easier to command Palantir to tap into satellite networks to determine where opposing military assets are located, predict the results of operations, make recommendations, and offer insights as real-time battlefield situations evolve. Outside of the military aspect, Palantir's platform will be helping to optimize and orchestrate workflows so users can make better decisions throughout the government. Commercial users of Palantir's Foundry platform can use AIP to help them manage supply chains, optimize operations, crunch healthcare data, and reduce manufacturing costs. The company is seeing rapid growth in both platforms. While Palantir has long been recognized as a key government contractor, its commercial contracts in the first quarter were up 33% from a year ago, reaching $397 million. Much of that growth came from U.S.-based clients, where revenue jumped 71% from a year ago to reach $255 million. Government revenue was up a whopping 45% on a year-over-year basis to $487 million, with the lion's share ($373 million) coming from U.S. government contracts. That's leaving Palantir flush with cash. The company ended the first quarter with $370 million in adjusted free cash flow, up from $149 million a year ago, and $5.4 billion in cash and cash equivalents with zero debt. Key metrics to consider on Aug. 4 While Palantir's growth numbers are impressive, it's hard to say that the company is fairly valued today. Any company with a P/E ratio over 600 has far overextended its fair value -- and that's OK if you believe, as I do, that Palantir is a transformative company with a true value that still hasn't been recognized. But that belief isn't going to protect you if Palantir disappoints investors when it reports its Q2 earnings. How would that happen? There are a few metrics I'll be looking at. Customer count: Palantir's commercial customer count grew by 46% in the last year and by 9% on a quarterly basis. It needs to keep that momentum going by signing some big deals. In the first quarter, Palantir inked 139 deals of at least $1 million, and 31 of those were worth more than $10 million. Revenue growth: Palantir needs to keep the money coming in. Remember, commercial work rose 33% on a year-over-year basis in the first quarter, and government work was up 45%. A slowdown would be impactful to the Palantir stock price. For the record, Palantir issued guidance for second-quarter revenue in a range of $934 million and $938 million. The midpoint of that would be a 47% overall increase from a year ago. That's a big number, but I think it's achievable. Remaining performance obligations (RPO): This is the backlog -- the amount of revenue that Palantir has locked in by contracts it signed with government and commercial clients, but the work hasn't been delivered or paid for yet. Palantir's backlog at the end of the first quarter was $1.9 billion and has been steadily growing over the last two years. Quarter Total RPO Q1 2023 $936 million Q2 2023 $968 million Q3 2023 $988 million Q4 2023 $1.24 billion Q1 2024 $1.3 billion Q2 2024 $1.37 billion Q3 2024 $1.57 billion Q4 2024 $1.73 billion Q1 2025 $1.9 billion Source: Palantir Technologies Palantir's backlog is accelerating, and the company needs to continue to grow its RPO at a decent clip. Anything below $2.05 billion will be a red flag, and anything above $2.15 billion will be a huge signal that Palantir's growth story is still cooking. How to invest in Palantir today I'm an unabashed fan of Palantir, but I'm not going to be adding to my position this week. If you're looking to invest, I suggest a dollar-cost averaging strategy that will protect you from volatility if the stock drops but will still give you some benefits should the stock continue to show power. Regardless of how Palantir does in its report, I'm holding the stock because I believe that it will continue to deliver -- despite its steep valuation and high expectations from Wall Street. Should you buy stock in Palantir Technologies right now? Before you buy stock in Palantir Technologies, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Palantir Technologies wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $624,823!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,064,820!* Now, it's worth noting Stock Advisor's total average return is 1,019% — a market-crushing outperformance compared to 178% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of July 29, 2025 Patrick Sanders has positions in Palantir Technologies. The Motley Fool has positions in and recommends Palantir Technologies. The Motley Fool has a disclosure policy. 3 Things to Know About Palantir (PLTR) Before It Reports Q2 Earnings was originally published by The Motley Fool Sign in to access your portfolio
Yahoo
28 minutes ago
- Yahoo
Best Trucking Bookkeeping Services
Let's set the record straight—bookkeeping is not some behind-the-scenes admin task you push off until tax season. In trucking, your books are your compass. Without clean, organized, and trucking-specific financials, you're not just driving blind—you're making decisions that could sink your business. I've seen too many good carriers fall apart not because of bad freight, but because they didn't know their numbers. Here's the hard truth: if you're running a trucking company and you don't know your cost per mile, your fixed versus variable expenses, or how much profit you're making per truck—then it's only a matter of time before the wheels fall off. And most of the time, the problem starts with your bookkeeping partner. Too many so-called 'professionals' will take your money and give you QuickBooks spreadsheets that don't even break out fuel, tolls, or truck payments the right way. They don't understand that running authority is different from being leased on. They can't tell a 2290 from a 941, and when it comes to IFTA—they're lost. That's why choosing the right trucking bookkeeping service is non-negotiable. You don't just need someone who does books. You need someone who understands the business of trucking inside and out—and builds your finances like your business depends on it. Because it does. Why Most Bookkeeping Services Fail Trucking Businesses Let's be blunt—most traditional bookkeeping services are built for restaurants, salons, or local retail. Not for a cash-heavy, regulation-strangled, asset-dependent industry like trucking. Your average bookkeeper doesn't understand mileage-based cost structures. They don't know how to categorize fuel card advances. They can't explain what line haul revenue is versus FSC. And when you ask them for a clean P&L broken down by unit, they act like you're asking for a rocket launch. The result? You get monthly reports that look nice but mean nothing. Your truck payments get coded as 'loan liability' but don't show up on your operating costs. Your maintenance gets lumped in with personal expenses. And when tax season rolls around, you're stuck scrambling, paying too much, or worse—getting flagged in an audit. You need more than a paper pusher. You need a strategic partner. What Real Trucking Bookkeeping Looks Like A true trucking-focused bookkeeping service should give you financial clarity—not just compliance. They should hand you reports that tell you: How much each truck is actually making or losing Your true cost per mile, including fixed and variable Cash flow forecasts so you're not blindsided by insurance or IRP Proper fuel and maintenance tracking to inform your trade-in cycles Up-to-date IFTA calculations and mileage logs Accurate P&Ls that show freight revenue, fuel surcharge, accessorials, and deductions And most importantly, they should help you understand what the numbers mean. It's not about dumping spreadsheets in your inbox—it's about showing you which loads, lanes, and customers are actually profitable. It's about helping you answer questions like: Can I afford to add another truck? Should I refinance this equipment or hold off? Am I running too much deadhead in certain markets? Where can I trim overhead without cutting into operations? Bookkeeping should help you run your business better—not just file taxes. Top Trucking Bookkeeping Services That Actually Get It Let's walk through the players who are actually worth your time and money. These aren't generalists. These are firms that live and breathe trucking. They understand compliance. They understand cost-per-mile. And most importantly—they know what it's like to operate a small fleet in today's market. 1. Best for: Owner-Operators and small fleets just getting startedWhy it works: is purpose-built for trucking. They don't try to be everything to everyone—they focus on helping drivers and small carriers stay financially organized and DOT compliant. From day one, they're collecting your settlement statements, your ELD reports, and your fuel receipts. They know how to build a chart of accounts that works for trucking. Not something they copied from a bakery or dry cleaner. Their team is proactive, communicative, and familiar with the common traps most small carriers fall into—like mixing personal and business expenses or misclassifying truck leases. Standout Features: Monthly cost-per-mile analysis Driver pay tracking Full IFTA and 2290 support DOT compliance tie-in Fixed and variable cost breakdowns Who it's for: If you're in year 1–3 of your business and need structure, this is a solid place to start. Simple, clean, trucking-focused. 2. Rigbooks Best for: Carriers with multiple trucks who want to manage loads and books in one placeWhy it works: Rigbooks isn't just bookkeeping—it's a simple TMS (transportation management system) with built-in accounting features that are trucking-specific. If you're looking for a way to log your loads, calculate profitability, track expenses, and generate reports without jumping between five systems, Rigbooks brings it all under one roof. What sets them apart is how seamlessly they track cost-per-load and cost-per-mile in real time. You can see what a particular customer is really worth to your business—not just what the gross rate says. Standout Features: Per-load profitability tracking Integrated fuel and expense logging Clean, no-frills interface Great for owner-operators adding trucks Who it's for: If you've got 2–10 trucks and want more control over your numbers and dispatching without a full-blown TMS, Rigbooks bridges the gap. 3. Equinox Owner-Operator Solutions Best for: Owner-operators and S-corp carriers who want financial strategy Why it works: Equinox combines bookkeeping with tax strategy and business consulting—all tailored to the trucking industry. They're one of the few firms that will actually walk you through S-corp setups, per diem optimization, and how to pay yourself properly. They're built around educating the driver. That means explaining deductions, breaking down reports, and helping you structure your entity in a way that supports long-term growth and protects you during audits. Standout Features: S-corp optimization and payroll Tax coaching and entity structuring Bookkeeping reports built for trucking Monthly consultations Who it's for: If you're a serious owner-operator looking to maximize take-home pay while staying audit-proof, Equinox gives you both numbers and strategy. 4. ATBS (American Truck Business Services) Best for: Leased-on owner-operators who want plug-and-play supportWhy it works: ATBS has been in the trucking bookkeeping game for over 25 years. They've served tens of thousands of owner-operators and understand the unique needs of leased drivers. If you're running under someone else's authority, but still want visibility and tax prep support, ATBS gives you structure without the learning curve. They provide monthly reports, tax preparation, business coaching, and even retirement planning services—all trucking-specific. Standout Features: Customized profit plans Real-time bookkeeping dashboard Quarterly tax estimates and filing Dedicated tax advisor Who it's for: Perfect if you're leased on, focused on staying organized, and want a full-service partner that doesn't require you to babysit the process. 5. SmartHop with Bookkeeping Add-On Best for: Tech-savvy fleets using dispatch automationWhy it works: If you're already dispatching through SmartHop or using their fuel card, their bookkeeping add-on integrates your load data, fuel expenses, and settlement info into clean reports. While it's not as hands-on as a full bookkeeping firm, it's a great fit for tech-forward carriers who want automation and insight. Standout Features: Built-in fuel and load data sync Real-time margin tracking Integrated TMS + financial dashboard Who it's for: Fleets who want to scale using automation tools but still need visibility into their numbers. Red Flags to Watch Out For If you're shopping around, don't get fooled by polished websites or flat rates. Here's what to avoid: Generic firms with no trucking experience If they don't know what IFTA is or how to categorize lumper fees, they're not ready for your business. Delayed reporting If your P&L takes two months to arrive, you're already behind the curve. Monthly reports should land fast and be actionable. No cost-per-mile tracking If they can't show you what each mile is costing you, they're just filling out forms—not helping you run a smarter business. No audit support A good bookkeeping service helps you prepare and defend. Ask upfront how they handle audits and lender documentation. They only care during tax season If they ghost you nine months out of the year, they're not invested in your success. What to Do Next Here's the move—don't wait until Q4 or tax season to clean up your books. If you're serious about running your business like a business, start now. Step 1: Evaluate your current setup Can you see a current P&L? Do you know your cost per mile? Are your business and personal finances separate? If not, you've got gaps. Step 2: Pick a service that fits your operation Don't just go with the cheapest. Go with the one that fits your fleet size, growth goals, and knowledge level. A good bookkeeper should educate you—not keep you in the dark. Step 3: Build a rhythm You should be looking at financials monthly. If you're not, that's the first thing to fix. Set a recurring meeting to go over the books and make strategic decisions. Final Word Bookkeeping is not optional—it's foundational. You can't grow your fleet, bid confidently on lanes, or prepare for lending opportunities if you don't know your numbers inside and out. The right trucking bookkeeping partner gives you more than clean records. They give you clarity. They help you stop guessing. They help you scale. So stop flying blind. Stop waiting for tax season to find out whether you're profitable. Get proactive. Get specific. And partner with someone who actually knows what it takes to keep a trucking business running profitably—not just legally. Because in this industry, good data isn't a luxury—it's your survival plan. FAQS 1. Why do trucking companies need specialized bookkeeping services, as opposed to general accounting? Trucking companies face unique financial challenges and regulatory requirements, such as fluctuating fuel costs, per diem deductions, equipment depreciation, and complex tax compliance like IFTA. Specialized trucking bookkeeping services understand these nuances, ensuring accurate record-keeping, maximizing deductions, and providing insights tailored to the transportation industry that general accounting services might miss. 2. What specific financial tasks can trucking bookkeeping services help me with? Trucking bookkeeping services typically handle a wide range of tasks, including managing accounts receivable and payable, processing payroll for drivers, tracking fuel and maintenance expenses, preparing IFTA (International Fuel Tax Agreement) reports, managing asset depreciation, reconciling bank statements, and generating financial reports like profit & loss statements. They can also assist with tax preparation and ensure compliance with various trucking regulations. 3. How can professional bookkeeping services help me stay compliant with IFTA and other trucking regulations? Professional trucking bookkeeping services are well-versed in IFTA requirements, which involve tracking mileage and fuel purchases across multiple jurisdictions. They use specialized software and processes to accurately calculate and prepare your quarterly IFTA reports, reducing the risk of errors, penalties, and audits. They also stay updated on other industry-specific regulations (like HVUT or DOT compliance) to ensure your business remains in good standing. The post Best Trucking Bookkeeping Services appeared first on FreightWaves. Sign in to access your portfolio
