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Exhibits referenced in this episode

ROCE Deep Dive Post #3

Disclaimer

I certify that these are my personal, strongly held views at the time of this post. My views are my own and not attributable to any affiliation, past or present. This is not an investment video/podcast and there is no financial advice explicitly or implicitly provided here. My views can and will change in the future as warranted by updated analyses and developments. Some of my comments are made in jest for entertainment purposes; I sincerely mean no offense to anyone that takes issue.

Credits

* Intro & Outro music: Wolf Hoffman on Apple Music: Concerto for 2 Cellos in G Minor, Rv 531: I. Allegro Moderato.

* This episode of Super-Spiked Videopods was created and lightly directed, edited, and produced by Super-Spiked Productions.

Please find episode 3 of the Super-Spiked Podcast, now available on Apple Podcasts, Spotify or your favorite podcast player app.

In episode 3, I focus on highlights of the post, Dumb Calls I Made As A Street Analyst, Post #1: OXY post the March 2000 Altura Energy acquisition.

Exhibits referenced in this podcast

Please find episode 2 of the Super-Spiked Podcast. Super-Spiked Podcast is now available on Apple Podcasts, Spotify or your favorite podcast player app.

In episode 2, I focus on key highlights of the 2nd ROCE Deep Dive post, From Fake Well IRRs and Capital Surplus to ROCE and Capital Discipline.

Exhibits referenced in this podcast

Please find my inaugural voice memo explainer of my December 7, 2021 post, From Not-For-Profit to a New ROCE Super-Cycle (link to full note below). I reference Exhibits 1, 2 and 6, which I have also copied below. Clicking the “play” button will take you to the weblink where you can listen. My apologies that at the time of publication, I am not yet set-up for this to appear in popular podcast apps.