Josh Young, CIO of Bison, returns to the podcast to discuss what's going on in the energy markets and his recent investment thesis for Vital Energy (VTLE). &nbsp;
Bison's VTLE thesis: https://bisoninterests.com/content/f/vital-energy-is-deeply-discounted&nbsp;
Chapters&nbsp;

 
 
 
 
  
  
  
  
  
  
  
  


What's happened in energy stocks since Josh's last appearance&nbsp;

Is the oil market properly reflecting China's reopening&nbsp;

Can Russia keep up current production levels?&nbsp;

Breaking down VTLE's assets a little further&nbsp;

What are the little things that energy companies do to improve operations&nbsp;

Has VTLE earned the right to pursue M&amp;A?&nbsp;

Will private equity ever step back into the energy space?

Yaron Naymark on IWG's value case

Yet Another Value Podcast is a new podcast from Andrew Walker, the founder of yetanothervalueblog.com. We interview top investors and dive deep into stocks and companies they are currently working on and investing in. While nothing on this channel is investing advice and everyone should do their own diligence, our goal is to frequently feature edgy and actionable value and/or event driven ideas.

Please see our legal and disclaimer at: https://yetanothervalueblog.substack.com/p/legal-and-disclaimer