AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
4min chapter
Live from Houston
The Compound and Friends
Energy Sector Free Cash Flow Yield Climbs a Lot
The low in March of 2020 for Apple was $53. Where is it today? It's at a buck 40. Let's do energy stocks. Last month marked the first time since 2006 that the S&P 500 energy sector is traded within 3% of a 12-month high while the price of oil fell more than 25%. So that part is unusual to see oil in that deep of a draw now with energy stocks doing well. And so I think you continue to see value investors as a space coming back to this hedge funds of increase or allocation.
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