The Acquirers Podcast cover image

Tim Travis on Private Credit $OWL $OBDC and $MSDL; Energy $DVN, $OXY and $EPD; and $AGO | S08 E10

The Acquirers Podcast

00:00

Capital Allocation Lessons in Energy

Tim praises disciplined energy managers and warns against empire building that destroys shareholder value.

Play episode from 40:30
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app