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Shubham Garg: Small-Cap E&Ps & Launching White Tundra Petroleum

Value Hive Podcast

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The Importance of Flexibility in Oil and Gas Prices

We're all betting on rising commodity prices and buying assets that we think are going to make lots of money in a higher price environment. That's really the crux of the thesis. This is a cycle. A cycle is a three to seven year cycle, possibly even longer. The death of shale is really the overarching topic here. And hopefully we'll be there at the end of it making a ton of cash.

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