Please enjoy my podcast with Scott Willis, Portfolio Manager of the Grizzle ETF ($GRZZ). We covered everything that an investor needs to know about investing in energy companies, whether it is the most common mistakes done while valuing energy stock, where are we in the energy cycle, why ESG is a briefcase full of money for energy stocks, Russia and OPEC and what is the Cost Curve Explainer.
- [0:00] Most common mistakes done while valuing energy stocks?
- [8:00] Where are we on the energy cycle?
- [14:00] ESG = Briefcase Full of Money
- [18:00] Russia and OPEC
- [26:00] The Cost Curve Explainer
- [34:00] Plateau, Recovering, Expansion
- [41:00] Scott Willis Energy Watchlist
- [48:00] What is the Grizzle ETF (GRZZ)?
- [49:00] More from Scott and Closing Questions
If you enjoyed this episode, follow Scott on Twitter (here) and check out his Grizzle ETF here.
Finally, a big thanks to the following sponsors for making the podcast a reality.
Mitimco
This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created emergingmanagers.org, a website for emerging manager stockpickers.
For those looking to start a stock-picking fund or just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers and more!
Tegus
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I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to tegus.co/valuehive for a free trial to see for yourself.
TIKR
TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at TIKR.com/hive.
