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 asset class in a decade. As an experienced manager, I decided to raise a fund around the thesis.
Nicely done, folks! Great analysis of the implications of high-grading a field development plan and how important parent/child offsets will be as these plays become further delineated and developed.
Retrospective on 2018 "Short the Permian": FLOW's Results-Based Approach
Nicely done, folks! Great analysis of the implications of high-grading a field development plan and how important parent/child offsets will be as these plays become further delineated and developed.