Yet Another Value Podcast cover image

Yet Another Value Podcast

Focus Capital Advisers' Mordechai Yavneh on the greatest acquisition of all time (Valeura Energy)

Apr 2, 2025
Mordechai Yavneh, the head of Focus Capital Advisors, dives into what he calls the greatest acquisition of all time involving Valeura Energy. He discusses how Valeura snagged Gulf of Thailand oil assets at a bargain, generating impressive monthly cash flow. The conversation explores the unique geology and long-term economics of these reserves and why the market hasn’t fully recognized their value. Mordechai also sheds light on future high-conviction deals, decommissioning liabilities, and the variance between reported reserves and economic life.
01:01:25

Podcast summary created with Snipd AI

Quick takeaways

  • Valeura Energy's acquisition of Gulf of Thailand assets exemplifies a strategic buy at minimal cost, transforming cash flow dynamics effectively.
  • The unique geological advantages of the Gulf of Thailand ensure long-term production sustainability, offering investors a low-risk oil production environment.

Deep dives

Alphasense: A Game-Changer in Market Intelligence

Alphasense is a robust market intelligence platform that enhances the research process with its vast database, which includes over 150,000 expert call transcripts and more than 450 million premium documents. Its generative AI tools, like GenSearch and GenGrid, streamline information retrieval, allowing users to pose natural language questions and receive instant, contextual answers from a wealth of sources. This capability significantly accelerates competitive and qualitative research, making the platform particularly valuable for professionals seeking deeper insights in less time. The unique combination of extensive documentation and AI-assisted workflows positions Alphasense as a crucial tool for analysts and researchers.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

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

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