Archive - Friezo Loughrey Oil Well Partners

FLOW releases density-filtered Type Curves

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

Nov 11, 2020 •

October 2020

Retrospective on 2018 "Short the Permian": FLOW's Results-Based Approach

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 •

September 2020

WHY Devon and WPX just whiffed

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

Sep 29, 2020 •

July 2020

The Cabot Oil & Gas Punchline

Identify the "turning point"

Jul 28, 2020 •

June 2020

Reserve Audits get interrogated by Bloomberg at the Wrong Time

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

Jun 30, 2020 •

The Machines reveal Diversified Gas & Oil Production Declines

Work too boring for humans leads to very interesting questions

Jun 16, 2020 •

Creating the data to better understand Energy investments

Reduce the degrees of freedom, focus on critical factors

Jun 14, 2020

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