Archive
Tag: Natural Resources
“Distinguishing a Value Trap from a Value Opportunity” Featuring Mark Viviano & Megan Hays, Kimmeridge Energy
We have a stellar dynamic duo for this week’s session. Our good friends Mark Viviano, Head of Public Equities, and Megan Hays, Managing Director, with Kimmeridge Energy visited us for an engaging and insightful discussion.
Ep. 83 – “We Do Not Have Enough Materials to Rapidly De-Carbonize the World” Featuring Brad Olsen
Today’s guest is not only a great friend but also a TPH alum! We were so pleased to visit with Brad Olsen, Co-Founder and Portfolio Manager of Recurrent Investment Advisors which focuses their funds on public investments in natural resources and energy infrastructure. Our discussion was fruitful and most importantly good fun! As you will…