3min chapter

Value Hive Podcast cover image

Harris Perlman: Finding Hidden Treasure w/ @OtterMarket

Value Hive Podcast

CHAPTER

Hemisphere Energy: A Low Cost Energy Company

Sally Kohn: I love E&P companies, but you can find decent assets in the energy space. She says she's on an energy kick and recently found a company that is one of the lowest cost producers. The stock was trading at low single digit run rate earnings multiple; it could be 2-3 times Earnings per Share next year.Kohn: If you buy them at really, really egregiously cheap valuations,I think you should do very, very well.

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