Super-Spiked Videopods (EP89): Long-Takes From The Road: Taking Risk

For Super-Spiked subscribers that prefer that written posts, we have included a lightly edited transcript of the video (blue download button below) along with a downloadable copy of the slide deck.WATCH the video on Substack by clicking the play button above or on YouTube (here).STREAM audio only on Apple Podcasts (here), Spotify (here), or your favorite podcast player app.DOWNLOAD a pdf of a lightly edited transcript and the slide deck using the blue Download buttons below.We are just back from nine days on the road across the western U.S. and British Columbia. A key theme we highlighted at both the Goldman Sachs energy conference in Miami earlier this month and at a CIBC dinner panel last week in Whistler was the need for companies to take risk. Three points we discuss in the video podcast: (1) Why the “take risk” messaging now?: (2) The distinction between large-cap and SMID-cap risk taking; and (3) SMID-cap opportunities.🔔 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 also subscribe to Super-Spiked content via the Veriten website (here) and receive Veriten’s flagship COBT video podcast.* YouTube channel for video only: You can subscribe directly to the video feed ofSuper-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.📜 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.⚖️DisclaimerI 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. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit arjunmurti.substack.com