Trevor Rose Podcast

229 Folgen

1. #149: Brendan McCracken (Ovintiv) - Building Inventory, Durable Returns & Why Intangible Culture Matters

   Vom: 17.11.2023
2. #148: Rene Amirault (Secure) - 80% Recurring Cash Flow, Emphasizing the Field & Why Customer Service Matters

   Vom: 9.11.2023
3. #147: Trent Boehm (Old White Walker) - Return of the Zombie - Halloween Edition: Volatility, 2024 Pricing & Why M&A is Good for Canadian Energy Markets

   Vom: 31.10.2023
4. #146: Mick Dilger (Secure/Fmr. Pembina) - Growing to $40 Billion, Authenticity & Why Scarcity is Important

   Vom: 26.10.2023
5. #145: Dr. Scott Tinker (Switch Energy Alliance) - 2 Billion Without Power, Regressive Taxes & Why Western Energy Policy is Changing

   Vom: 17.10.2023
6. #144: Robert Colcleugh (Tidewater) - Investment Banking Entrepreneurship & Canada's 1st Renewable Diesel Plant

   Vom: 10.10.2023
7. #143: Rob Lauzon (Middlefield Capital) - 5% Yields, Healthy Energy Prices & What Makes a Good Dividend

   Vom: 4.10.2023
8. #142: Craig Bryksa (Crescent Point Energy) - Drilling Top Wells, 60% Return of Capital & Rebuilding a Better Company

   Vom: 28.9.2023
9. #141: Alan Norris (Brookfield Properties) - Lessons from 40 Years of Real Estate Investing & Why House Prices are Rising

   Vom: 22.9.2023
10. #140: John Brussa (BD & P Law) - Inflection Points, Buying $1.00 for $0.50 & Why Creativity is Important in Business

    Vom: 14.9.2023
11. #139: Ian Dundas (Enerplus) - Full Cycle Returns, Turning $1.00 into $1.30 & Why to Avoid Debt

    Vom: 7.9.2023
12. #138: Clay Seigle (Rapidan Energy Group) - $90 Oil, the Relevance of OPEC & How China Influences Global Energy Prices

    Vom: 31.8.2023
13. #137: Dan Pickering (Pickering Energy Partners) - Compounding at 20%, the Value of Trust in Business & What Makes a Good Energy Investment

    Vom: 10.8.2023
14. #136: Cole Smead (Smead Capital) - Investing as a Negative Art, 30% Return on Equity & Why Energy Stocks Are Undervalued

    Vom: 2.8.2023
15. #135: Peter Vinall (Sustane Technologies) - 200 Tonnes of Garbage, Circular Waste Solutions & How There’s Financial Opportunity

    Vom: 20.7.2023
16. #134: Robert McNally (Rapidan Energy Group) - Advising U.S. Presidents, $150 Oil & Why Energy is More Important than Ever

    Vom: 12.7.2023
17. #133: Patrick De Haan (GasBuddy.com) - $0.50 Gas Prices, North American Storage Levels & Where to Fill Up Cheap

    Vom: 6.7.2023
18. #132: Honorable Rick Orman (Surmont Energy) - Lessons from 50 Years of Alberta Energy & Politics

    Vom: 29.6.2023
19. #131: Arjun Murti (Veriten) - Lessons From 15 Years at Goldman Sachs, Top Quartile Returns & Why There is Opportunity in Canadian Energy

    Vom: 23.6.2023
20. #130: Brian Boulanger (Arc Financial) - 12x Returns, People Over Projects & What to Look For in an Energy Investment

    Vom: 15.6.2023