#205 - Derren Geiger, Cornerstone Acquisition and Management - E&P Companies Are Doing Whatever They Can To Achieve Cash Flow Neutrality
In episode 205, Meb talks with Cornerstone Acquisition and Management CEO and Portfolio Manager, Derren Geiger. Meb and Derren cover Caritas Funds’ process for investing in onshore US oil & gas mineral rights and royalty interests.
They get into sourcing opportunities, some detail on the royalty model, the role hedging plays in managing risk, and the balance of commodity exposure in the portfolio.
As the conversation winds down, the pair walk through an actual example of how an acquisition played out, as well as Derren’s thoughts on the energy market.
All this and more in episode 205, including Derren’s most memorable investment.
More episodes from The Meb Faber Show
#301 – Dr. Daniel Crosby, Orion Advisor Solutions – You Want The Best Anxiety Adjusted Returns
In episode 301, we welcome our guest, Dr. Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions, where he helps organizations understand …
#300 – Best Idea Show – Geoffrey Batt, Euphrates Advisors – You Get Used To The Terrorism Problem And You Just Start To Focus On The Companies
In episode 300, we welcome our guest, Geoffrey Batt, managing partner and founder of the Euphrates Advisors, where he invests in Iraqi equities. In today's episode, we're covering …
#299 – Sundeep Ahuja, Climate Capital - Earth Is A Big Ship And It’s Going To Take A While For Us To Turn This Ship Around
In episode 299, we welcome our guest, Sundeep Ahuja, a three-time founder-turned-investor, who's currently a General Partner at Duro Ventures, Climate Capital, and DVC. In today’s episode, …
#298 – Boris Wertz, Version One - I Really Think About The Next Decade As A Golden Decade For Technology
In episode 298, we welcome our guest, Boris Wertz, the founding partner of Version One, an early-stage venture capital firm focused on backing mission-driven founders. In today’s episode, …
#297 – Tim Ranzetta, Next Gen Personal Finance - Every Student Wants To Learn About Money
In episode 297, we welcome our guest, Tim Ranzetta, co-founder of Next Gen Personal Finance, a non-profit organization working to increase access to financial education by providing its …
#296 - Jason Hsu, Rayliant Global Advisors - As Investors, We’re Always Looking For Uncorrelated Sources Of Return
In episode 296, we welcome our guest, Jason Hsu, founder and chairman of Rayliant Global Advisors. In today’s episode, we get an update from Jason on the Chinese stock market and hear …
How you can listen to this podcast
You can listen to episodes right here on the website, or if you prefer, in a podcast app. Listening in an app makes it easier to keep track of what you’ve already heard, listen without using your data plan and many other conveniences.