Friezo Loughrey Oil Well Partners | Substack

Work too boring for humans leads to very interesting questions

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Use full-field assumptions to model economics, even if you aren't an engineer

Nov 11, 2020

In 2017, I used a true data-driven approach to come to a bold investment conclusion: The Permian Basin equities were the biggest short I had seen in any…

Oct 12, 2020

It's time investors kept the convexity and ended the value destruction

Sep 29, 2020

Identify the "turning point"

Jul 28, 2020

Revisiting a rare chance to put the machines up against a reserve auditor

Jun 30, 2020

Reduce the degrees of freedom, focus on critical factors

Jun 14, 2020

Friezo Loughrey Oil Well Partners

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