The Future of Value and Real Assets

JB: Are you still bullish on value and real assets over the next three to five years thoughts on TPL? JB: I'm still very bullish on energy. Value stocks are just been painful here over the last month as everyone piles into the big cap tech stocks, but there's still a lot of cheap stuff out there. So if you like a name that's trading in a single digit multiple, I'm willing to hold that for the next couple of years assuming that the fundamental thesis is intact.