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Mordechai Yavneh
Head of Focus Capital Advisors, providing outsourced consulting and analyst services, specializing in deep dives into investment ideas.
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Apr 2, 2025
• 1h 1min
Focus Capital Advisers' Mordechai Yavneh on the greatest acquisition of all time (Valeura Energy)
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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.
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