AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
3min chapter
Cash Is King In Multi-Year Recessionary Bear Market | Chance Finucane
Forward Guidance
Are You More Interested in the Pipeline Business?
Anything that's down 90 percent is probably a business that doesn't fit our criteria Our focus is really on generating a lot of free cash flow Uh having a solid balance sheet and being able to consistently generate that growth, uh through a cycle. Pipelines have less volatility to the overall oil cycle since their contracts are more based off volumes just coming through. And then what we'll end up doing is at stretches that we start to feel really positive About the oil sector. We will add some of those uh exploration and production type companies But those definitely are going to be more volatile for us rather than long-term holdings.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode