Yet Another Value Podcast

Josh Young from Bison Investments discusses on Vital Energy and his energy outlook $VTLE

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Josh Young, CIO of Bison, returns to the podcast to discuss what's going on in the energy markets and his recent investment thesis for Vital Energy (VTLE).  

Bison's VTLE thesis: https://bisoninterests.com/content/f/vital-energy-is-deeply-discounted 

Chapters 

  • 0:00 Intro 
  • 3:15 What's happened in energy stocks since Josh's last appearance 
  • 5:45 Discussing the outlook for nat gas 
  • 15:10 Josh's current outlook for oil 
  • 24:30 Is the oil market properly reflecting China's reopening 
  • 29:30 Can Russia keep up current production levels? 
  • 34:35 VTLE overview 
  • 51:00 Breaking down VTLE's assets a little further 
  • 57:35 What are the little things that energy companies do to improve operations 
  • 1:01:20 Has VTLE earned the right to pursue M&A? 
  • 1:07:00 VTLE's base case NAV valuation 
  • 1:11:30 Will private equity ever step back into the energy space?
    • ...more
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    Yet Another Value PodcastBy Andrew Walker
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