Charles Lemonides - ValueWorks
The Business Brew
Exploration of Energy Industry Capital Allocation History and Investment Cycles
Exploring the cycles of capital allocation in the energy sector from 2000-2016, excessive investment due to innovation led to negative returns, contrasting with the underinvestment in 2021 after a period of inactivity in rigs. The chapter emphasizes the importance of learning and adapting to market dynamics in the energy industry.
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