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53. Robert Mullin - Upstream Downstream
Mutiny Investing Podcast
How to Achieve Positive Convexity in the Natural Resource Space
The core criteria is significant free cash flow generation that is sustainable. Low cost structure so they can survive the cyclical nature of these commodities. We like to see a combination of growth and capital returns. And then it's really about spreading the book across the resource spectrum in a way that gives us sort of stability.
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