Hunting for value in the last lagging commodity
Any materials (books, articles, case studies, podcasts etc.) to learn more about the industry? Have some books on my list, such as The Prize, Oil 101, The New Map etc. - anything that you would add? :)
I liked this podcast: https://open.spotify.com/episode/3WykDgSTFrFnrxoKKgw2sE?si=kwxseTlaS9G0YkIKKcJINQ
I like Mccoy with the possible software rerating as the business model slowly changes over time.
Yes, I should definitely take another, closer look at it
Any materials (books, articles, case studies, podcasts etc.) to learn more about the industry? Have some books on my list, such as The Prize, Oil 101, The New Map etc. - anything that you would add? :)
I liked this podcast: https://open.spotify.com/episode/3WykDgSTFrFnrxoKKgw2sE?si=kwxseTlaS9G0YkIKKcJINQ
I like Mccoy with the possible software rerating as the business model slowly changes over time.
Yes, I should definitely take another, closer look at it