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Josh Young: Energy Value Chain Analysis (Offshore & Onshore)
Season 4 Episode 9
This week our guest is the number one performing manager from last year the one and only Josh Young, from Bison Interest. During our conversation we …
3 years, 4 months ago
Victor Swishchuk: A Beginner's Guide To Analyzing Oil E&Ps
Season 4 Episode 8
We continue our pilgrimage through the oil and gas space and today we have Victor Swishchuck from Letko Brosseau to help us dive into the upstream se…
3 years, 4 months ago
Brian Gitt: Busting The Myths of ESG & "Green" Energy
Season 4 Episode 7
Hey Guys! This week is another episode on our 3 Month Journey through every corner of the energy space. Our guest today is Brian Gritt and he is kind…
3 years, 4 months ago
Q4 Investor Audible Series: Praetorian Capital, Gator Capital, & Maran Capital
Season 4 Episode 6
This week we're continuing our Investor Audibles series with Q4 2022 letters from the following investors/funds:
Praetorian Capital Gator Capital…3 years, 5 months ago
Shrubbery Capital Pt. 2: Process, Simplicity, & TikTok Investing
Season 4 Episode 5
Hey Guys! This week we are back for a second round with the anonymous account @agnostoxxx aka The Shrub. This episode was all about idea generation, …
3 years, 5 months ago
Rory Johnston: Oil & Gas Industry Crash Course
Season 4 Episode 4
Hey Guys! This week our guest is Rory Johnston. He is the savant of all things oil. We discussed how he became an energy analyst, oil’s volatile hist…
3 years, 5 months ago
Dede Eyesan: How To Find Stocks That Return 10x in 10 Years
Season 4 Episode 3
Hey Guys! This week’s topic is about global outperformers and our guest Dede Eyesan is here to share his knowledge. Last year, Dede published a book …
3 years, 5 months ago
Nathalie Sinyard: Crash Course on Burnout
Season 4 Episode 2
Hey guys! Hope you're 2023 is off to a great start! I'm stoked to share the first interview of 2023! This week, I sat down with Nathalie Sinyard, a B…
3 years, 5 months ago
Q3-Q4 Investor Audible Series: Vlata Fund, Greenhaven Road Capital, and Tourlite Capital
Season 4 Episode 1
This week we're continuing our Investor Audibles series with Q3/Q4 2022 letters from the following investors/funds:
Vlata Fund (Q4 Letter) Greenha…3 years, 6 months ago
[REPLAY] Shrubbery Capital: What 15 Years In Hedge Funds Teaches You
Season 3 Episode 52
I came down with a mad cold this week and couldn't record a podcast. I don't think you want to hear voice any more nasaly than it already is.
Anywa…
3 years, 6 months ago