WATCH the video on YouTube by clicking the RED button above.
LISTEN to audio only via the Substack player by clicking the BLUE button above.
STREAM audio only on Apple Podcasts, Spotify, or your favorite podcast player app.
DOWNLOAD a pdf of the slide deck by clicking the blue Download button below.
This week's video is a follow up to last week’s “Reframing the growth versus returns trade-off debate” post (here). We provide additional perspectives on the opportunity for leading energy companies to narrow, if not close, the large valuation gap that we believe exists for companies capable of sustaining top quartile profitability. The ability to sustain profitability, somewhat paradoxically, requires risk taking via some mixture of M&A, exploration, global, new energies, or infrastructure investments. We also note that items like dividend/stock buyback policy and ESG & climate objectives are “table stakes” and not core investment drivers on their own.
🔔 4 Ways to Subscribe
All Content: If you subscribe to Super-Spiked via email, you will receive all content to your inbox and it is also all on the Super-Spiked website. I have been aiming to publish about once a week, usually on Saturday.
Veriten: You can now also subscribe to Super-Spiked content via the Veriten website (here) and also receive Veriten’s flagship COBT video podcast.
YouTube channel for video only: You can subscribe directly to the video feed of
Super-Spiked Videopods on my YouTube channel Super-Spiked by Arjun Murti.
Apple Podcasts, Spotify for audio only. You can subscribe directly to the audio only feed on Apple Podcasts, Spotify or your favorite podcast player app. The podcast is simply the audio for the YouTube videos.
⚖️Disclaimer
I certify that these are my personal, strongly held views at the time of this post. My views are my own and not attributable to any affiliation, past or present. This is not an investment newsletter and there is no financial advice explicitly or implicitly provided here. My views can and will change in the future as warranted by updated analyses and developments. Some of my comments are made in jest for entertainment purposes; I sincerely mean no offense to anyone that takes issue.
📜 Credits
Intro & Outro music: Wolf Hoffman: Concerto for 2 Cellos in G Minor, Rv 531: I. Allegro Moderato.
This episode of Super-Spiked Videopods was edited and produced by Veriten Productions.
Share this post