Energy Survivors – Hold 'Em Or Fold 'Em [May 2022 HedgeD, With A Capital "D" Webinar Series]

from HedgeD · host Morgan Creek Capital Management, LLC

In this episode, we replay the May 2022 HedgeD, With A Capital "D" Webinar, during which we provided an update to our Energy Survivors theme – a high conviction Value-oriented theme of ours since shortly after the outbreak of the pandemic in 2020. We provided an update on the Bull Case Energy and the Bear Case, both of which ultimately come down to one's timeframe, in our opinion. We hope you appreciate the update and welcome any follow-up questions or comments. Please feel free to @ us on Twitter @HedgeD_Podcast or email us directly at [email protected]. Follow us on Twitter @HedgeD_Podcast Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/ Join our monthly HedgeD, With A Capital "D" monthly series by emailing [email protected] Subscribe to our YouTube channel by visiting https://www.youtube.com/channel/UC8RssLKui3GNrxlOtYk6jRQ

Episode metadata supplied by the publisher feed · Published Jun 8, 2022

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Energy Survivors – Hold 'Em Or Fold 'Em [May 2022 HedgeD, With A Capital "D" Webinar Series]

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