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This week's video-of is a follow up to last week’s “Reframing the growth versus returns trade-off debate” post (arjunmurti.substack.com/p/ref.... 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.
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DISCLAIMER
My views are my own and not attributable to any current or past affiliation.
CREDITS
Intro & Outro music: Wolf Hoffman on Apple Music: 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.
Комментарии: 4
@ch2305 +2
Great thoughts Arjun. I find your videos extremely well put together and informative. Thank you for putting the effort in for a wider audience
17 дней назад@zjxn06 +1
Wonderful insights as usual. Your thoughts on long term growth trend of energy particularly usefu to mel. Kudos to you for encouraging the next generation of research analysts. Wisdom from someone who has been there and done that.
17 дней назад@martytayman9138 +1
Many thanks Arjun. It is always a pleasure to hear you talk and be enlightened with your perspective.
18 дней назад@MrDeathswap +1
In regards to the discussion on dividends and buybacks. Just paying one dividend and then thinking investors are going to care is perplexing. Companies like CNQ or TOU are held in such high regard and their dividends are coveted because they have a track record of good capital allocation leading to sustained dividends over many years (in CNQ's case decades).
14 дней назад