Just FYI, timely resource for long-only investors: jobs.mchire.com/jobs

Lol @ $OXY bulls (excluding Buffett). Thats it, that’s the tweet (see pinned tweet for more)

This describes my decision to start my career in public equities (SS research - late 2010s)… I completely underestimated just how much the economics would deteriorate over my 5+ years in the seat

Sec. 70524 from the Finance Committee Reconciliation Text appears to expand MLPs eligible income to include hydrogen storage, CCS, nuclear, hydro power, and geothermal IYKYK 🤮🤮🤮

Compoundpapi (#TechYoungBull😤💸) Haven’t followed closely for years. Pitched $CMG.TO as a short many years ago to land my first job. The concept that this was gonna be O&G CSU was beyond laughable to me. That said, it is a cyclical business, growth will be lumpy and swinging the target multiple around when you

Sentiment check. Clearly all is well with the compounder bros. $CSU.TO

the beatings will continue until morale improves

Seeing wider confirmation of this now. Big deal, especially right now with Iran. Ukraine either just accidentally really overplayed its hand, or is very intentionally playing serious hardball at a perilous moment for the global oil market.

Some have asked whether listening to the $GFL & $SES.TO M&A call changed my view on the txn. In short, not really. Here are two additional takeaways for everyone's benefit 1 positive and 1 negative. (+) Mgmt seemed to confirm that they will use the additional funding capacity

The $GFL / $SES.TO merger getting this contentious wasn't on my bingo card. My position is unchanged: this isn't the optimal outcome for either party. That said, $SES.TO shareholders are getting a good price today. At 11x forward (announced price) or ~10.5x using current $GFL

With horrendous capital allocation decisions like this (bailed out only by the oil price), $OXY should really be outperforming the $XOP today with the announcement of the CEO retirement.