Arjun, as always insightful commentary and great comparisons of legacy companies and the challenge of adapting. Instructive view as it relates to a changing market landscape and whether "transitioning" oil and gas companies to engage in the energy "transition" is the most appropriate path for them to take. Appreciate the continued emphasis on the key point; an investor owned business has the primary role of delivering a return to their investors. Relative to handicaps, so if the vanity handicaps are analogous to optimistic projections that result in diminished returns, what is the analogy for the 10 handicapper who throws a 32 at you on the front nine?
Thanks Arjun for another great video! I "discovered" you through a YouTube video that the YouTube algorithm sent me in my "feed" several months ago, probably because I watch a lot of vids on this topic. But I noticed your subscriber numbers are still kind of low. While I'm no expert in YouTube content creation, I have noticed that most creators always have links to prior videos within a video to drive more traffic and the more traffic to your channel, the more the algorithm will recommend it. The other thing I noticed is that you don't have a link to your Substack in your videos or in the show notes under the video. Maybe adding that to all your videos would help promote your Substack. And encouraging people to like and subscribe to your channel at the beginning of the video, also seems to be a common practice among creators to encourage the algorithm to promote your videos. This is not a criticism, but I am merely offering some ideas because I want more people to hear what you have to say.
thanks so much James! All good points on the YouTube channel, though as you can probably guess, the subscriber numbers for the YouTube channel is not something I have focused on. Substack and I suppose Twitter (@ArjunNMurti) and more recently LinkedIn is where I have made some effort at subscriber numbers. And now the Veriten channel. Still, my focus is still primarily a C-suite and institutional investor focus but it's not a bad idea at all to include those links in future videos. I really appreciate your support and comments James.
“Energy transition” has become a widely used and accepted term which arguably has no meaning or validity. Transition to what and why? A concept doesn’t become valid simply because it is repeated often enough. There is no viable and reasonable energy source to transition to and no clear reason to do so if there were. New technologies only replace older ones when they are economically viable and demonstrably better. You cannot force a transition to something that does not exist and when the small parts which do exist provide no demonstrable real benefit.
We all are “time constrained” and filter our activities carefully. Super-Spiked is always worth the time to watch/listen or read. In fact, it is “Super-Valuable” and I truly appreciate your intelligence, experience, and effort in bringing this to me. Thank you Arjun.
Arjun, as always insightful commentary and great comparisons of legacy companies and the challenge of adapting. Instructive view as it relates to a changing market landscape and whether "transitioning" oil and gas companies to engage in the energy "transition" is the most appropriate path for them to take. Appreciate the continued emphasis on the key point; an investor owned business has the primary role of delivering a return to their investors. Relative to handicaps, so if the vanity handicaps are analogous to optimistic projections that result in diminished returns, what is the analogy for the 10 handicapper who throws a 32 at you on the front nine?
Thank you Steve. On the 32, I'd say sand bagger, but anyone can have a good/great nine! What was the back 9?
👍
Thanks Arjun for another great video! I "discovered" you through a YouTube video that the YouTube algorithm sent me in my "feed" several months ago, probably because I watch a lot of vids on this topic. But I noticed your subscriber numbers are still kind of low. While I'm no expert in YouTube content creation, I have noticed that most creators always have links to prior videos within a video to drive more traffic and the more traffic to your channel, the more the algorithm will recommend it. The other thing I noticed is that you don't have a link to your Substack in your videos or in the show notes under the video. Maybe adding that to all your videos would help promote your Substack. And encouraging people to like and subscribe to your channel at the beginning of the video, also seems to be a common practice among creators to encourage the algorithm to promote your videos. This is not a criticism, but I am merely offering some ideas because I want more people to hear what you have to say.
thanks so much James! All good points on the YouTube channel, though as you can probably guess, the subscriber numbers for the YouTube channel is not something I have focused on. Substack and I suppose Twitter (@ArjunNMurti) and more recently LinkedIn is where I have made some effort at subscriber numbers. And now the Veriten channel. Still, my focus is still primarily a C-suite and institutional investor focus but it's not a bad idea at all to include those links in future videos. I really appreciate your support and comments James.
“Energy transition” has become a widely used and accepted term which arguably has no meaning or validity. Transition to what and why? A concept doesn’t become valid simply because it is repeated often enough. There is no viable and reasonable energy source to transition to and no clear reason to do so if there were. New technologies only replace older ones when they are economically viable and demonstrably better. You cannot force a transition to something that does not exist and when the small parts which do exist provide no demonstrable real benefit.
yes. agree.
We all are “time constrained” and filter our activities carefully. Super-Spiked is always worth the time to watch/listen or read. In fact, it is “Super-Valuable” and I truly appreciate your intelligence, experience, and effort in bringing this to me. Thank you Arjun.
Very kind of you to say Martin, thank you!