EPISODE · Aug 27, 2026 · 26 MIN
Show Me the Incentive: KKR, Crescent Energy, and the Art of the Roll-Up: QAV America #67
This week we dive into a Pulled Pork on Crescent Energy (CRGY), a US onshore oil and gas roll-up play with KKR pulling the strings behind the scenes, and a compensation structure that would make Charlie Munger raise an eyebrow. We also run through portfolio updates, the Jackson Hole Symposium, fresh US sanctions on Iran and Canada, and a quick scorecard on 65 stocks covered since March 2025, with a 74% win ratio to show for it.
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Show Me the Incentive: KKR, Crescent Energy, and the Art of the Roll-Up: QAV America #67
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