Topic
Industry Analysis
Rig counts, downturns, deal flow, and operators behaving strangely, read from the courthouse rather than from a research desk.
9 posts on this wall
The Ruckus Saga
Avi Mirman’s Battalion Oil Bid for $450 Million: A Personal Perspective on His Unpaid Debt to Me
Rants
How the Shale Boom Ruined Landmen
Industry Analysis
Different Types of Financial Backing in Oil and Gas
Rants
Peak Oil and the Cult of Renewables
Industry Analysis
EP 3: Slide Deck Breakdown
Industry Analysis
EP 2: LPI Slide Deck Breakdown
Industry Analysis
EP 1: OVV Investor Relations
Guides
State of the Industry: Intro to the Downturn Survival Guide
Industry Analysis
A Farewell to Shale (Part 1) [ft @AandDBadBoy]