#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
#417 – Andrew Peck, Baron Capital – A Growth Manager’s Take on The Market
Today’s guest is Andrew Peck, co-CIO for Baron Capital, which is known for its long-term, fundamental, active approach to growth investing.
In today’s episode, we’re talking to a growth …
#416 – Jan van Eck, VanEck – Thematic Investing, Gold & Digital Assets, and Financial History
Today’s guest is Jan van Eck, President & CEO of VanEck, which offers value-added exposures to emerging industries, an investment management firm that manages $85 billion.
In today’s …
#415 – Sajid Rahman, MyAsiaVC – The VC Landscape in Emerging Markets From Someone Who’s Made Over 1,400 Investments
Today’s guest is Sajid Rahman, Managing Partner of MyAsiaVC, an early stage venture fund, and the co-founder & CEO of Digital Healthcare …
#414 – Tim Laehy – All About Coinbase (COIN) With The Company's Former CFO
Today’s guest is Tim Laehy, a long-time CFO that’s taken 3 companies public and raised over $3 billion dollars in his career.
In today’s episode, …
#413 – Antti Ilmanen, AQR – Investing Amid Low Expected Returns: Making the Most When Markets Offer the Least
Today’s guest is Antti Ilmanen, Principal and Global Co-head of the Portfolio Solutions Group at AQR Capital Management and author of Investing Amid …
#412 – Radio Show – Meb's Got News!...YTD Stock & Bond Performance...$7 Gas in SoCal
Today's radio show is with Meb Faber, Justin Bosch & Colby Donovan. We cover:
- The Idea Farm is now free!!!
- YTD stock & bond returns
- …
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.