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The Stock Podcast | CEO and CFO InterviewsFinal Episode with Nate Abercrombie – The Stock Podcast, Ep.49As the title indicates, the stock podcast is coming to a close, at least for the time being. As for me, I'm leaving the world of podcasting to return to investing. There are a number of reasons why I had to make this tough decision, but the primary reason is that I have an opportunity to work with Kris Kelley at Legacy Ridge Capital.
For the past two years, I've poured my heart and soul into this program in an attempt to level the playing field for all investors. I still believe in the mission and I...
2020-02-041h 37The Stock Podcast | CEO and CFO InterviewsFinal Episode with Nate Abercrombie – The Stock Podcast, Ep.49As the title indicates, the stock podcast is coming to a close, at least for the time being. As for me, I'm leaving the world of podcasting to return to investing. There are a number of reasons why I had to make this tough decision, but the primary reason is that I have an opportunity to work with Kris Kelley at Legacy Ridge Capital.
For the past two years, I've poured my heart and soul into this program in an attempt to level the playing field for all investors. I still believe in the mission and I hope someone can...
2020-02-041h 37The Stock Podcast | Members AreaThe Current State of Midstream – Follow-up Interview with Chris SighinolfiThe post The Current State of Midstream – Follow-up Interview with Chris Sighinolfi appeared first on The Stock Podcast | CEO & CFO Interviews.
2020-01-1300 minThe Stock Podcast | CEO and CFO InterviewsThe Current State of Midstream – Follow-up Interview with Chris Sighinolfi
2020-01-131h 08The Stock Podcast | CEO and CFO InterviewsThe State of Midstream – Follow-Up Interview with Chris Sighinolfi – Jefferies Research Managing Director – The Stock Podcast, Ep. 48Chris Sighinolfi rejoins The Stock Podcast for a follow-up interview where he talks about the current state of midstream. Tune in to hear Chris talk about investor sentiment, the role of ESG (environmental, social, and governance) mandates in the midstream space, and his perspectives on distribution cuts in the sector.
2020-01-131h 08The Stock Podcast | Members AreaEnLink Midstream (ENLC) CEO Barry DavisThe post EnLink Midstream (ENLC) CEO Barry Davis appeared first on The Stock Podcast | CEO & CFO Interviews.
2020-01-0700 minThe Stock Podcast | CEO and CFO InterviewsEnLink Midstream (ENLC) CEO Barry Davis – The Stock Podcast, Ep.47Barry Davis is the CEO of EnLink Midstream, LLC (NYSE: ENLC), an integrated midstream company serving the oil and gas industry. ENLC operates gathering, processing, compression, transportation, and fractionation assets. Tune in to hear Barry describe ENLC's operations and to hear him talk about current investor sentiment in the oil and gas space, the benefits of the c-corp structure for midstream, and his thoughts around the distribution.
2020-01-0635 minThe Stock Podcast | Members AreaNRG Energy (NRG) CFO Kirk Andrews – Follow-Up InterviewThe post NRG Energy (NRG) CFO Kirk Andrews – Follow-Up Interview appeared first on The Stock Podcast | CEO & CFO Interviews.
2020-01-0300 minThe Stock Podcast | CEO and CFO InterviewsNRG Energy (NRG) CFO Kirk Andrews – Follow-Up Interview – The Stock Podcast, Ep.46NRG Energy's CFO Kirk Andrews rejoins The Stock Podcast to provide a business update. Tune in to hear Kirk describe NRG's path to investment grade and what that could mean for the equity value of the company.
NRG is an integrated power producer. The company owns generation assets that primarily sell power at wholesale prices. NRG also operates a large portfolio of retail electricity companies. The integrated nature of NRG's asset portfolio provides investors with stable cashflows. When power prices are high, the generation business benefits. When power prices are low, the retail business benefits. It's an impressive mousetrap with...
2020-01-0257 minThe Stock Podcast | Members AreaLegacy Ridge Capital’s Kris KelleyThe post Legacy Ridge Capital’s Kris Kelley appeared first on The Stock Podcast | CEO & CFO Interviews.
2019-12-2600 minThe Stock Podcast | CEO and CFO InterviewsKris Kelley – Legacy Ridge Capital Management – The Stock Podcast, Ep.45Kris Kelley is the founder and managing partner of Legacy Ridge Capital Management, a private investment firm that Kris started in 2018, shortly after he left Janus Henderson Investors. Kris has some strong views when it comes to the money management industry, views I personally agree with and ones I think every investor should hear. Kris is a value-focused, contrarian investor who believes the best way for active managers to serve their investors is through highly concentrated portfolios.
Now, if you were to ask a hundred value investors who had the greatest impact on their investment philosophy and principles, I'm sure yo...
2019-12-251h 39The Stock Podcast | Members AreaSuper League Gaming (SLGG) CEO Ann HandThe post Super League Gaming (SLGG) CEO Ann Hand appeared first on The Stock Podcast | CEO & CFO Interviews.
2019-12-1700 minThe Stock Podcast | CEO and CFO InterviewsSuper League Gaming (SLGG) CEO Ann Hand – The Stock Podcast, Ep.44Super League Gaming (SLGG) CEO Ann Hand joins The Stock Podcast to describe the investment case for her company. Esports is a relatively new commercial market, but it's growing rapidly and there are numerous ways for companies like SLGG to capitalize on that growth. Tune in to here Ann describe a really interesting investment story.
2019-12-161h 01The Stock Podcast | Members AreaVistra Energy (VST) CEO Curt Morgan – Follow-up InterviewThe post Vistra Energy (VST) CEO Curt Morgan – Follow-up Interview appeared first on The Stock Podcast | CEO & CFO Interviews.
2019-12-1300 minThe Stock Podcast | CEO and CFO InterviewsVistra Energy (VST) CEO Curt Morgan – The Stock Podcast, Ep.43Vistra Energy's CEO rejoins The Stock Podcast to provide an update on the VST stock thesis. It's always a pleasure to have Curt on the program to talk about his company and provide updates on the investment story. VST is one of my personal favorite investment ideas and Curt does a fantastic job of highlighting the key elements of the investment thesis. If you'd like to tune in to the first interview with Curt, click here!
2019-12-121h 19The Stock Podcast | Members AreaConcrete Pumping Holdings (BBCP) CEO Bruce YoungThe post Concrete Pumping Holdings (BBCP) CEO Bruce Young appeared first on The Stock Podcast | CEO & CFO Interviews.
2019-12-0900 minThe Stock Podcast | CEO and CFO InterviewsConcrete Pumping Holdings (BBCP) CEO Bruce Young – The Stock Podcast, Ep.42Bruce Young is the CEO of Concrete Pumping Holdings, ticker symbol BBCP. Concrete Pumping Holdings is a construction services company based out of Denver, CO. BBCP is the largest concrete pumping services provider in the US and UK. Tune in to hear Bruce provide an overview of his business, the industry outlook, and his priorities for the company.
When this interview was published, Concrete Pumping Holdings had a market cap of about $270M, total debt of $417M, and cash on the balance sheet was nearly $5M, putting the enterprise value just over $650M. Under the GICS classification system, BBCP falls...
2019-12-0958 minThe Stock Podcast | Members AreaStem Cells and Orthobiologics with Centeno-Schultz Dr. Matt LucasThe post Stem Cells and Orthobiologics with Centeno-Schultz Dr. Matt Lucas appeared first on The Stock Podcast | CEO & CFO Interviews.
2019-10-2600 minThe Stock Podcast | CEO and CFO InterviewsOrthobiologics and stem cells explained – Dr. Matthew Lucas with the Centeno-Schultz Clinic – The Stock Podcast, Ep.41Orthobiologics are living substances like stem cells and platelet rich plasma (PRP) that some medical doctors use in the rehabilitation process. Dr. Matthew Lucas from the Centeno-Schultz Clinic, based out of Denver, CO, joins the podcast to explain the use of stem cells and PRP in medicine today.
2019-10-251h 21The Stock Podcast | Members AreaCharles and Colvard (CTHR) CEO Suzanne MiglucciThe post Charles and Colvard (CTHR) CEO Suzanne Miglucci appeared first on The Stock Podcast | CEO & CFO Interviews.
2019-10-0500 minThe Stock Podcast | CEO and CFO InterviewsCharles & Colvard (CTHR) CEO Suzanne Miglucci – The Stock Podcast, Ep.40Charles and Colvard's CEO , Suzanne Miglucci, joins The Stock Podcast to discuss moissanite gemstones, e-commerce, digital marketing, direct-to-consumer (DTC) selling and her vision for the company. Charles & Colvard (Nasdaq: CTHR) is the original and leading source of moissanite, the world’s most brilliant gemstone. CTHR manufactures, markets, and distributes moissanite gemstones as well as jewelry that incorporates the gemstones.
2019-10-041h 18The Stock Podcast | Members AreaGeopolitics of Oil – Professor Josh LandisThe post Geopolitics of Oil – Professor Josh Landis appeared first on The Stock Podcast | CEO & CFO Interviews.
2019-09-2900 minThe Stock Podcast | Members AreaOil Market Update Post Abqaiq with Mike Rothman – Founder of Cornerstone AnalyticsThe post Oil Market Update Post Abqaiq with Mike Rothman – Founder of Cornerstone Analytics appeared first on The Stock Podcast | CEO & CFO Interviews.
2019-09-2900 minThe Stock Podcast | CEO and CFO InterviewsSaudi Oil, Iran, and The Abqaiq Attack – Professor Joshua Landis – The Stock Podcast, Ep.39Professor Joshua Landis is the Director of the Center for Middle East Studies at The University of Oklahoma. Prof. Landis joins The Stock Podcast to discuss the recent Saudi oil attack. On Sept. 14, 2019, the world awoke to the news that numerous drones and scud missiles hit Abqaiq, the world's largest oil processing facility. The attack resulted in 5.7 million barrels of oil production capacity going offline, which equates to about 6% of global oil production. The event was the single largest loss of Saudi oil production in history. Immediately after the attack, Yemen's Iranian-backed Houthi's claimed responsibility. However, Prof. Landis is convinced...
2019-09-281h 06The Stock Podcast | CEO and CFO InterviewsOil Market Dynamics, Capacity Reserves, and Abqaiq – Cornerstone Analytics’ Mike Rothman – The Stock Podcast, Ep.38Mike Rothman is the President and Founder of Cornerstone Analytics, an independent research firm that provides macro energy research. Mike is an industry veteran, having covered the oil market sector since 1984. He started his career at Merrill Lynch, built the energy research platform at ISI, and has attended OPEC meetings since 1986. Mike joins The Stock Podcast to discuss the global oil market, capacity reserves, and supply following the recent attack on the Abqaiq oil processing facility. On Sept. 14, 2019, the world awoke to the news that numerous drones and scud missiles hit Abqaiq, the world's largest oil processing facility. The attack...
2019-09-2816 minThe Stock Podcast | Members AreaQuanta Services (PWR) CEO Duke AustinThe post Quanta Services (PWR) CEO Duke Austin appeared first on The Stock Podcast | CEO & CFO Interviews.
2019-09-1900 minThe Stock Podcast | CEO and CFO InterviewsDuke Austin – CEO of Quanta Services (PWR) – The Stock Podcast, Ep.37Duke Austin is the CEO & COO of Quanta Services (PWR). Quanta provides E&C contracting services and comprehensive infrastructure solutions for electric and gas utilities, oil and gas companies, and the communications industry. Tune in to hear Duke describe his business, the outlook for US energy infrastructure and 5G build-out, and the financial goals Quanta is targeting.
2019-09-181h 10The Stock Podcast | CEO and CFO InterviewsBrad Slingerlend and Brinton Johns – Tech Investing with the Co-Founders of NZS Capital – The Stock Podcast, Ep.36Brad Slingerlend and Brinton Johns are the co-founders of NZS Capital, LLC, an investment firm that focuses on innovative businesses that demonstrate non-zero-sum (NZS) characteristics. If you’re wondering what non-zero-sum means in investing, you really have to listen to this episode! Brad and Brinton are veteran tech investors with a top tier performance track record. Together they oversaw the Janus Henderson Technology funds for nearly 10 years. Over that period, they honed and perfected their investment philosophy and principles, which they share in this episode.
2019-09-0516 minThe Stock Podcast | Members AreaNZS Capital – Tech Investors Brad Slingerlend and Brinton JohnsThe post NZS Capital – Tech Investors Brad Slingerlend and Brinton Johns appeared first on The Stock Podcast | CEO & CFO Interviews.
2019-09-0500 minThe Stock Podcast | Members AreaPure Cycle Corp (PCYO) Follow-up Interview with CEO Mark HardingThe post Pure Cycle Corp (PCYO) Follow-up Interview with CEO Mark Harding appeared first on The Stock Podcast | CEO & CFO Interviews.
2019-08-2000 minThe Stock Podcast | CEO and CFO InterviewsMark Harding – CEO of Pure Cycle Corp (PCYO) – Follow-Up Interview – The Stock Podcast, Ep.35Mark Harding is the CEO of Pure Cycle Corp (PCYO), a growing water utility in Denver, CO. Mark rejoins The Stock Podcast to talk about the progress his company has made on the first two phases of Sky Ranch, a master plan community his company has been developing over the past decade. Mark also provides his perspectives on the oil and gas industry in the state of Colorado, his thoughts on the valuation of PCYO stock, what he's been hearing from investors, and some insight into how he's currently thinking about shareholder returns.
2019-08-191h 02The Stock Podcast | Members AreaPorter’s Five Forces for PodcastingThe post Porter’s Five Forces for Podcasting appeared first on The Stock Podcast | CEO & CFO Interviews.
2019-07-2500 minThe Stock Podcast | CEO and CFO InterviewsPorter’s Five Forces for Podcasting – The Stock Podcast, Ep.34One concept that every student learns in business school is Porter's Five Forces. So I thought that with this episode I'd walk through Porter's Five Forces for podcasting businesses. It's a good way to demonstrate some of the things I've learned over the past year, while at the same time provide listeners with an annual overview. I'm also using this episode as an opportunity to talk about some changes to The Stock Podcast. At the very least, you'll learn about one of the most well-known concepts in finance used to analyze the competitive landscape.
2019-07-2430 minThe Stock Podcast | Members AreaTellurian Inc. (TELL) CEO Meg GentleThe post Tellurian Inc. (TELL) CEO Meg Gentle appeared first on The Stock Podcast | CEO & CFO Interviews.
2019-07-0300 minThe Stock Podcast | CEO and CFO InterviewsMeg Gentle – CEO of Tellurian Inc (TELL) – The Stock Podcast, Ep.33Meg Gentle is the CEO of Tellurian Inc (ticker symbol TELL), a company that is developing a massive LNG export terminal in Louisiana called Driftwood. Meg joins The Stock Podcast to talk about Tellerian Inc.'s asset portfolio, US energy exports, and the LNG industry. If you don't know what LNG is, you really need to listen to this interview with Meg. LNG is one of the fastest growing exports in the US. Why? Because the cost to produce natural gas in the US keeps falling, and with growing domestic supply, this commodity needs a home. And it's companies like...
2019-07-0244 min
My Worst Investment Ever PodcastNate Abercrombie – Invest with Good Management TeamsNate Abercrombie lived in Syria for two years trying to learn Arabic before attending graduate school. He had hoped the language skills would help him secure a job in the oil and gas industry. Ironically, he ended up working in the renewable energy industry as a financial analyst. He loved having the opportunity to analyze and research large capital projects, but financial analysis in the wind energy business can become very repetitive. He needed a new challenge and equity research was something that he really wanted to do. Nate got a shot at Janus Capital Group (now Janus Henderson...
2019-06-1626 minThe Stock Podcast | Members AreaDuckDuckGo Founder and CEO Gabriel WeinbergThe post DuckDuckGo Founder and CEO Gabriel Weinberg appeared first on The Stock Podcast | CEO & CFO Interviews.
2019-06-1200 minThe Stock Podcast | CEO and CFO InterviewsGabriel Weinberg – CEO of DuckDuckGo – The Stock Podcast, Ep.32The Stock Podcast is super excited to have Gabriel Weinberg on the program. Gabriel is the founder and CEO of DuckDuckGo, a privacy-focused search engine. And if you’re like me, when you heard the name DuckDuckGo, you probably did a double take. It’s a strange name, but so was Google. Yeah, I’m comparing this company to Google because it makes sense. That’s because DuckDuckGo is one of Google’s biggest competitors. You might be scratching your head at that statement because, well you probably didn’t think Google had any competitors.
That, in an of itself is a strange...
2019-06-111h 36The Stock Podcast | Members AreaSandstorm Gold Royalties (SAND) CEO Nolan WatsonThe post Sandstorm Gold Royalties (SAND) CEO Nolan Watson appeared first on The Stock Podcast | CEO & CFO Interviews.
2019-05-2500 minThe Stock Podcast | CEO and CFO InterviewsNolan Watson – CEO of Sandstorm Gold Royalties (SAND) – The Stock Podcast, Ep.31The CEO and co-founder of Sandstorm Gold Royalties (SAND), Nolan Watson, joins The Stock Podcast to talk about his company and a truly compelling investment story. Sandstorm Gold is a precious metals royalty company. Sandstorm helps finance mining operations in exchange for a royalty interest in the precious metals that a mining company produces. It’s a really interesting business model, and Nolan does a phenomenal job describing a company that screens as quite undervalued.
The interview really is truly fantastic, in my opinion. One of the reasons I like it so much is because Nolan has a deep understanding of...
2019-05-241h 13The Stock Podcast | Members AreaTed Seides – Host of Capital AllocatorsThe post Ted Seides – Host of Capital Allocators appeared first on The Stock Podcast | CEO & CFO Interviews.
2019-05-1000 minThe Stock Podcast | CEO and CFO InterviewsTed Seides – Host of the Capital Allocators Podcast – The Stock Podcast, Ep.30Ted Seides is the host of the Capital Allocators Podcast, one of the few podcasts I try extremely hard not to miss. Capital Allocators is a phenomenal podcast where Ted talks to investors, managers, strategists, and thought leaders. He was a founder and Co-Chief Investment Officer at Protégé Partners, an alternative investment firm. Tune in to hear Ted talk about his motivations for starting a podcast, hedge funds, and hedge fund fees.
If you listen to this podcast, there’s probably a good chance you listen to other investing podcasts, so you may already know Ted as the host of t...
2019-05-0953 minThe Stock Podcast | Members AreaThe Alternative Fuel You Should Know – Anhydrous Ammonia With Norm OlsenThe post The Alternative Fuel You Should Know – Anhydrous Ammonia With Norm Olsen appeared first on The Stock Podcast | CEO & CFO Interviews.
2019-04-2800 minThe Stock Podcast | CEO and CFO InterviewsAnhydrous Ammonia (NH3) with Norm Olson – The Stock Podcast, Ep.29Anhydrous ammonia isn’t well-known as an alternative source of fuel, but it’s economic and environmental attributes make it a very compelling alternative to hydrocarbons. That’s why the IwtB Podcast is extremely honored to have Norm Olson on the program to explain some important characteristics of NH3. My favorite quote from this interview really sums up how fascinating anhydrous ammonia is. “It’s kind of a miracle how well this thing works in so many different applications.” If you’re a fan of, or just interested in hydrogen, this is a great interview to listen to. Norm was the Program Ma...
2019-04-271h 11The Stock Podcast | Members AreaScout Clean Energy CEO Michael RuckerThe post Scout Clean Energy CEO Michael Rucker appeared first on The Stock Podcast | CEO & CFO Interviews.
2019-04-1300 minThe Stock Podcast | CEO and CFO InterviewsMichael Rucker – CEO of Scout Clean Energy – The Stock Podcast, Ep.28Michael Rucker is the CEO and Founder of Scout Clean Energy, a private renewable energy developer. Michael is a renewable energy veteran with many years of experience developing utility-scale renewable energy facilities. Tune in to hear Michael talk about the history of Scout Clean Energy and renewable energy project development.
2019-04-121h 05The Stock Podcast | Members AreaXcel Energy (XEL) CFO Bob FrenzelThe post Xcel Energy (XEL) CFO Bob Frenzel appeared first on The Stock Podcast | CEO & CFO Interviews.
2019-03-1200 minThe Stock Podcast | CEO and CFO InterviewsBob Frenzel – CFO of Xcel Energy (XEL) – The Stock Podcast, Ep.27Bob Frenzel is the CFO at Xcel Energy (XEL), one of the largest and greenest utilities in the US. Tune in to the Buyside podcast to hear Bob breakdown everything you’ve wanted to know about utility investing. Topics discussed include the regulatory process, renewable energy, carbon-free target, replacement cost, and how to value utilities.
In this interview, you’ll hear Bob talk about some of the elements that are required for a utility to be, well, a great utility. You’ll also hear about Xcel’s carbon-free ambitions and what the company will have to do to achieve their targets...
2019-03-1255 minThe Stock Podcast | CEO and CFO InterviewsPaul Comfort – Host of Transit Unplugged and former CEO of MTA Maryland – The Stock Podcast, Ep.26Paul Comfort is the host of Transit Unplugged, an award-winning public transportation podcast. Paul formerly served as CEO of MTA Maryland, one of the largest public transit systems in the US, and is currently a VP and chief transit evangelist at Trapeze Group. Tune in to The Stock Podcast interview with Paul describe some of the changes taking place in the public transit systems across the US and Europe.
2019-03-0653 minThe Stock Podcast | Members AreaPaul Comfort – Host of Transit Unplugged and Former CEO of MTA MarylandThe post Paul Comfort – Host of Transit Unplugged and Former CEO of MTA Maryland appeared first on The Stock Podcast | CEO & CFO Interviews.
2019-03-0600 minThe Stock Podcast | CEO and CFO InterviewsLynn Mueller – CEO of Sharc Energy Systems (SHRC) – The Stock Podcast, Ep.25Lynn Mueller is the Chairman, CEO, and Co-Founder of Sharc Energy Systems (SHRC / INTWF). Sharc Energy has a patented system of recovering thermal energy from wastewater. Tune in to The Stock Podcast to hear Lynn describe one of the most interesting heat recovery and energy recycling systems around today. It's a truly fascinating interview about a company and a technology that could alter the course of natural gas demand going forward.
2019-02-111h 02The Stock Podcast | Members AreaSharc Energy Systems (SHRC) CEO Lynn MuellerThe post Sharc Energy Systems (SHRC) CEO Lynn Mueller appeared first on The Stock Podcast | CEO & CFO Interviews.
2019-02-1100 minThe Stock Podcast | Members AreaGarden of Eden CFO Darren GaciciaThe post Garden of Eden CFO Darren Gacicia appeared first on The Stock Podcast | CEO & CFO Interviews.
2019-01-1400 minThe Stock Podcast | CEO and CFO InterviewsDarren Gacicia – CFO of Eden Enterprises – The Stock Podcast, Ep.24Eden Enterprises CFO Darren Gacicia joins The Stock Podcast to talk about his company and the cannabis industry. Eden Enterprises, also known by its retail brand, Garden of Eden, is a vertically integrated marijuana company based out of California. Tune in to hear Darren talk about one of the fastest growing industries in the US.
Eden Enterprises is one of the premier cannabis companies in California. One of the things that’s so interesting about this industry is the absence of interstate activity. Based on current rules and regulations, a cannabis company essentially cannot operate in more than one state. It...
2019-01-1414 minThe Stock Podcast | Members AreaCONSOL Energy (CEIX) CEO Jimmy Brock & CFO David KhaniThe post CONSOL Energy (CEIX) CEO Jimmy Brock & CFO David Khani appeared first on The Stock Podcast | CEO & CFO Interviews.
2019-01-0100 minThe Stock Podcast | CEO and CFO InterviewsJimmy Brock and David Khani – CEO and CFO of CONSOL Energy (CEIX) – The Stock Podcast, Ep.23CONSOL Energy's CEO, Jimmy Brock, and CONSOL's CFO, David Khani, join The Stock Podcast to describe the CONSOL investment thesis and the business of mining coal. CONSOL is one of the premier coal producers in the country. Tune in to hear management talk about the outlook for the business, the industry, and one of the most valuable coal assets in North America, the Pennsylvania Mining Complex.
2019-01-011h 21The Stock Podcast | Members AreaDCP Midstream (DCP) CEO Wouter van KempenThe post DCP Midstream (DCP) CEO Wouter van Kempen appeared first on The Stock Podcast | CEO & CFO Interviews.
2018-12-1200 minThe Stock Podcast | CEO and CFO InterviewsWouter van Kempen – CEO of DCP Midstream (DCP) – The Stock Podcast, Ep.22Wouter van Kempen is the Chairman and CEO of DCP Midstream, the largest natural gas gathering and processor company in the United States. Tune in to hear Wouter describe DCP‘s operational footprint, the game-changing technological advancements his company is implementing, and a truly compelling investment story.
DCP Midstream is one of a few MLPs that can boast of having consistently delivered on the inherent agreement between shareholder and management. The agreement relates to the cash the company distributes to investors via the dividend. Sure, one could argue that DCP is a troubled investment story, evidenced by the lack of di...
2018-12-121h 31The Stock Podcast | Members AreaBrookfield Infrastructure Partners (BIP) CEO Bahir ManiosThe post Brookfield Infrastructure Partners (BIP) CEO Bahir Manios appeared first on The Stock Podcast | CEO & CFO Interviews.
2018-12-0700 minThe Stock Podcast | CEO and CFO InterviewsBahir Manios – CFO of Brookfield Infrastructure Partners (BIP) – The Stock Podcast, Ep.21Bahir Manios is the CFO of Brookfield Infrastructure, one of the largest diversified infrastructure companies in the world. Tune in to hear Bahir discuss BIP‘s asset portfolio, investment philosophy, and a very compelling investment story.
2018-12-071h 19The Stock Podcast | Members AreaLexington Realty Trust (LXP) CEO Will EglinThe post Lexington Realty Trust (LXP) CEO Will Eglin appeared first on The Stock Podcast | CEO & CFO Interviews.
2018-11-2800 minThe Stock Podcast | CEO and CFO InterviewsWill Eglin – CEO of Lexington Realty Trust (LXP) – The Stock Podcast, Ep.20Will Eglin is the CEO of Lexington Realty Trust (LXP). Tune in to hear Will describe Lexington‘s portfolio transformation from a commercial REIT to an industrial REIT, the outlook for the LXP dividend, and the most important insider’s perspective on the value in LXP stock.
Lexington Realty is a REIT that has been around for years. But the business model has changed over time. Today is one of those times of change, especially as management sees the writing on the wall with respect to commercial real estate values and rents. LXP has already started the process of transitioning from...
2018-11-281h 00The Stock Podcast | Members AreaWaste Management (WM) CFO Devina RankinThe post Waste Management (WM) CFO Devina Rankin appeared first on The Stock Podcast | CEO & CFO Interviews.
2018-11-1400 minThe Stock Podcast | CEO and CFO InterviewsDevina Rankin – CFO of Waste Management (WM) – The Stock Podcast, Ep.19Devina Rankin is the CFO and SVP of Waste Management (WM), the largest waste services company in North America. In this episode of The Stock Podcast, Devina provides a brief history of the company and a great overview of the waste management business. Tune in if you’d like to learn about the waste management business, the recycling industry, and how landfills work.
I realize that Waste Management probably doesn’t need an introduction. Just about everyone out there has probably seen WM’s big green trucks driving around town. However, the waste management business is much more than just pickin...
2018-11-141h 23The Stock Podcast | Members AreaKen Anderson – Former Commissioner with the Public Utility Commission of TexasThe post Ken Anderson – Former Commissioner with the Public Utility Commission of Texas appeared first on The Stock Podcast | CEO & CFO Interviews.
2018-10-2000 minThe Stock Podcast | CEO and CFO InterviewsKen Anderson – Texas Public Utility Commissioner – The Stock Podcast, Ep.18Ken Anderson served as Commissioner with the Public Utility Commission of Texas (PUCT) from 2008-2017. Tune in to this episode of The Stock Podcast to hear Ken describes the success of Texas renewable energy, the history of ERCOT, and his views on an ERCOT capacity market. Ken also provides some of his perspectives on the current issues the PUCT will likely have to deal with down the road. In addition, Ken outlines some really interesting regulatory and market considerations regarding Sempra‘s acquisition of Oncor, as well as some of the benefits of limited federal oversight in building out CREZ an...
2018-10-201h 35The Stock Podcast | Members AreaAES Corporation (AES) CFO Tom O’FlynnThe post AES Corporation (AES) CFO Tom O’Flynn appeared first on The Stock Podcast | CEO & CFO Interviews.
2018-10-0900 minThe Stock Podcast | CEO and CFO InterviewsTom O’Flynn – CFO of AES Corporation (AES) – The Stock Podcast, Ep.17Tom O’Flynn is the CFO of AES Corporation (AES). Tom provides a great overview of AES Corporation’s business model. He also discusses some really interesting catalysts for the company and highlights a compelling investment case for the shares of AES’ stock.
AES is a power company, but it’s different from regulated utilities, IPPs, and yieldcos, yet at the same time has similar characteristics. The asset portfolio includes traditional generation facilities, renewables, and a lot of the essential infrastructure required to produce and transmit electricity. Since the current management took the reins in 2011, they’ve pruned the portfolio, with more...
2018-10-091h 19The Stock Podcast | Members AreaSpark Energy (SPKE) CEO Nathan KroekerThe post Spark Energy (SPKE) CEO Nathan Kroeker appeared first on The Stock Podcast | CEO & CFO Interviews.
2018-10-0100 minThe Stock Podcast | CEO and CFO InterviewsNathan Kroeker – CEO of Spark Energy (SPKE) – The Stock Podcast, Ep.16Nathan Kroeker is the President and CEO of Spark Energy (SPKE). Tune in to hear Nathan describe Spark Energy’s business model and why he thinks SPKE stock is undervalued. Nathan also shares his thoughts on the outlook for the industry, and an explanation as to why the retail energy services business is misunderstood by the broader market. Most importantly, he outlines the most important aspects of the SPKE investment story and highlights the key elements of a really compelling investment idea.
Spark went public in 2014 and was largely considered a roll-up story. Retail electricity businesses were trading really low mu...
2018-10-011h 21The Stock Podcast | Members AreaChris Whalen – Institutional Risk AnalyticsThe post Chris Whalen – Institutional Risk Analytics appeared first on The Stock Podcast | CEO & CFO Interviews.
2018-09-2300 minThe Stock Podcast | CEO and CFO InterviewsChris Whalen – Investor, Author, and Historian – The Stock Podcast, Ep.15Chris Whalen is the Chairman of Whalen Global Advisors, an author, and co-founder of Institutional Risk Analytics. Chris is recognized as one of the investors who anticipated the eventual bankruptcy of Lehman Brothers and has a reputation as one of the foremost banking analysts on Wall Street. Tune in to hear Chris discuss banks, interest rates, and the leadership changes at the Federal Reserve on The Stock Podcast.
If you’d like to learn more about Chris Whalen, you should check out his blog here. Also, I highly encourage anyone interested in learning more about interest rates, credit spreads, and th...
2018-09-2343 minThe Stock Podcast | Members AreaEnergy Policy Expert Jim Lucier – CapitalAlphaThe post Energy Policy Expert Jim Lucier – CapitalAlpha appeared first on The Stock Podcast | CEO & CFO Interviews.
2018-08-3100 minThe Stock Podcast | CEO and CFO InterviewsJim Lucier – Energy and Infrastructure Policy Expert at Capital Alpha – The Stock Podcast, Ep.14Jim Lucier is a Managing Director at Capital Alpha Partners, a leading Wall Street research firm providing strategic policy analysis and political forecasting. Jim leads the energy, environmental, and tax practices at Cap Alpha. Tune in to hear Jim talk to IwtB about Trump's proposal to replace the Clean Power Plan (CPP) with the Affordable Clean Energy (ACE) rule, the Federal Energy Regulatory Commission (FERC) and its importance in the buildout of US energy infrastructure, and a conversation about Colorado's Initiative 97 and the attempt to drastically limit fracking in the state.
2018-08-3118 minThe Stock Podcast | Members AreaClearway Energy (formerly NRG Yield) CFO Chad PlotkinThe post Clearway Energy (formerly NRG Yield) CFO Chad Plotkin appeared first on The Stock Podcast | CEO & CFO Interviews.
2018-07-1700 minThe Stock Podcast | CEO and CFO InterviewsChad Plotkin – CFO of Clearway Energy (CWEN) – The Stock Podcast, Ep.13Clearway Energy’s CFO Chad Plotkin joins the podcast to talk about the renewable energy business. Clearway Energy (CWEN), known previously as NRG Yield (NYLD), is one of the biggest owners of renewable energy facilities in the US. Tune in to hear Chad talk about the history of the company, the Global Infrastructure Partners (GIP) acquisition, and how CWEN’s diversified asset portfolio differentiates this yieldco from the others. It’s an extremely insightful interview, especially for investors who want to learn more about the natural deleveraging that occurs for renewable energy businesses.
2018-07-171h 00The Stock Podcast | Members AreaSteve Fleishman – Utility Analyst with Wolfe Research – Utility PrimerThe post Steve Fleishman – Utility Analyst with Wolfe Research – Utility Primer appeared first on The Stock Podcast | CEO & CFO Interviews.
2018-07-0400 minThe Stock Podcast | CEO and CFO InterviewsSteve Fleishman – Wolfe Research Utility Analyst – The Stock Podcast, Ep.12Steve Fleishman is a Managing Director and Senior Analyst at Wolfe Research. Steve and his team cover the utilities, power, renewables, and midstream sectors at Wolfe Research. Steve has been Wall Street’s top-ranked utility analyst 14 times, so it’s an enormous honor to have him on the podcast! Tune in to hear Steve provide a great utility primer including a brief history of utilities, trends he and his team are following, and some of his thoughts on utility valuations today.
Steve agreed to come onto the program to give listeners of The Stock Podcast a utility primer. So, if you...
2018-07-0457 minThe Stock Podcast | Members AreaVistra Energy (VST) CEO Curt MorganThe post Vistra Energy (VST) CEO Curt Morgan appeared first on The Stock Podcast | CEO & CFO Interviews.
2018-06-2500 minThe Stock Podcast | CEO and CFO InterviewsCurt Morgan – CEO of Vistra Energy (VST) – The Stock Podcast, Ep.11
2018-06-251h 07The Stock Podcast | Members AreaPure Cycle Corporation (PCYO) CEO Mark HardingThe post Pure Cycle Corporation (PCYO) CEO Mark Harding appeared first on The Stock Podcast | CEO & CFO Interviews.
2018-06-1700 minThe Stock Podcast | CEO and CFO InterviewsMark Harding – CEO of Pure Cycle Corp (PCYO) – The Stock Podcast, Ep.10Mark Harding is the CEO and CFO of Pure Cycle Corporation (PCYO). Pure Cycle owns significant water rights in Colorado and provides water and wastewater services to residential, commercial, and industrial customers. Tune in to hear Mark talk about the fascinating subject of water rights in Colorado, the outlook for Pure Cycle to grow cash flows, and the compelling investment case for PCYO stock.
Pure Cycle Corporation is developing a large residential community just east of Denver, CO. But that’s not all Pure Cycle owns – the company possesses the water rights to a large swath of land east of Denv...
2018-06-171h 23The Stock Podcast | Members AreaSummit Midstream Partners (SMLP) CEO Steve NewbyThe post Summit Midstream Partners (SMLP) CEO Steve Newby appeared first on The Stock Podcast | CEO & CFO Interviews.
2018-06-0800 minThe Stock Podcast | CEO and CFO InterviewsSteve Newby – Founder and CEO of Summit Midstream Partners (SMLP) – The Stock Podcast, Ep.9Steve Newby is the Founder and CEO of Summit Midstream Partners (SMLP). Tune in to hear Steve discuss Summit’s operations, his view on industry fundamentals, and what Steve and his team are doing to grow the business and improve cash flow stability. It’s a great interview that highlights the disconnect between a positive outlook and a seemingly mispriced security!
2018-06-081h 14The Stock Podcast | Members AreaNRG Energy (NRG) CFO Kirk Andrews – Part 2The post NRG Energy (NRG) CFO Kirk Andrews – Part 2 appeared first on The Stock Podcast | CEO & CFO Interviews.
2018-06-0600 minThe Stock Podcast | CEO and CFO InterviewsKirk Andrews – CFO of NRG Energy (NRG) – Part II – The Stock Podcast, Ep.8Part 2 of the interview with NRG Energy‘s EVP and CFO, Kirk Andrews. The second part of the interview addresses some of the changes the company has gone through over the past several years, the Transformation Plan that was outlined in mid-2017, and Kirk’s capital allocation philosophy. Importantly, Kirk talks about the potential uses of cash over the next few years. It’s a great interview with a CFO for whom I have a ton of respect.
2018-06-0638 minThe Stock Podcast | Members AreaNRG Energy (NRG) CFO Kirk Andrews – Part 1The post NRG Energy (NRG) CFO Kirk Andrews – Part 1 appeared first on The Stock Podcast | CEO & CFO Interviews.
2018-05-3100 minThe Stock Podcast | CEO and CFO InterviewsKirk Andrews – CFO of NRG Energy (NRG), The Stock Podcast Ep.7Kirk Andrews, EVP and CFO of NRG Energy (NRG), discusses the history of NRG and describes some of the big factors that have affected the merchant power generation industry since the turn of the century. Part 1 of the Kirk Andrews interview provides some really interesting background on the power business in general, and fascinating insights into possibly the most underappreciated subsectors in the market today.
2018-05-3146 minThe Stock Podcast | Members AreaNanotech Security Corpt (NTS) CEO Doug BlakewayThe post Nanotech Security Corpt (NTS) CEO Doug Blakeway appeared first on The Stock Podcast | CEO & CFO Interviews.
2018-05-2400 minThe Stock Podcast | CEO and CFO InterviewsDoug Blakeway – CEO of Nanotech Security Corp (NTS) – The Stock Podcast, Ep.6Doug Blakeway is the founder and CEO of Nanotech Security Corp., a technology firm that develops and produces products using nanotechnology. Nanotech’s cutting-edge products are currently used for anti-counterfeit and brand authentication, but the applications are far-reaching. Join IwtB to learn more about a fascinating technology and its many uses.
2018-05-241h 19The Stock Podcast | Members AreaThe Middle East and Energy Markets – Prof. Josh LandisThe post The Middle East and Energy Markets – Prof. Josh Landis appeared first on The Stock Podcast | CEO & CFO Interviews.
2018-05-1200 minThe Stock Podcast | CEO and CFO InterviewsJosh Landis – Director of Middle East Studies at the University of Oklahoma – The Stock Podcast, Ep.5A super educational interview with renowned Syria and Middle East expert, Professor Joshua Landis, the University of Oklahoma’s Director of Middle East Studies. Tune in to The Stock Podcast to hear Dr. Landis discuss the Trump Administration’s decision to renew sanctions against Iran, the Syrian Civil War, and the Kurdish problem in the Middle East. And, most relevant to some listeners, listen to Dr. Landis discuss the geopolitics of oil. A great podcast for anyone who would like to learn more about what’s going on in the Middle East, and some of the implications for energy markets and th...
2018-05-121h 05The Stock Podcast | Members AreaChris Sighinolfi with Jefferies Research – Midstream PrimerThe post Chris Sighinolfi with Jefferies Research – Midstream Primer appeared first on The Stock Podcast | CEO & CFO Interviews.
2018-04-2900 minThe Stock Podcast | CEO and CFO InterviewsChris Sighinolfi – Jefferies Research Equity Research Analyst – Midstream/MLP Primer – The Stock Podcast, Ep.4Chris Sighinolfi is a Managing Director and research analyst with Jefferies Research. Chris is one of Wall Street’s top-rated analysts covering midstream, MLPs, and natural gas services. In this episode of The Stock Podcast, Chris provides an excellent primer for the midstream/MLP sector. It’s a great interview with Chris providing a lot of context and insight into an undervalued subsector of the energy industry. If you’d like to learn about midstream space from one of the best analysts on the Street, this is the podcast to listen to.
2018-04-291h 20The Stock Podcast | Members AreaPattern Energy Group (PEGI) CEO Mike GarlandThe post Pattern Energy Group (PEGI) CEO Mike Garland appeared first on The Stock Podcast | CEO & CFO Interviews.
2018-04-1900 minThe Stock Podcast | CEO and CFO InterviewsMike Garland – President and CEO of Pattern Energy Group (PEGI) – The Stock Podcast, Ep.3Mike Garland, President and CEO of Pattern Energy (PEGI), is a wind energy veteran who leads one of the most formidable wind energy companies in North America. Mike provides an enormous amount of context and insight into the wind energy business and the outlook for the industry, as well as critical perspectives as to how investors should be thinking about the PEGI investment thesis.
2018-04-191h 09The Stock Podcast | CEO and CFO InterviewsPat Sanchez – COO of Sanchez Midstream Partners (SNMP) – The Stock Podcast, Ep.2Pat Sanchez is the President and COO of Sanchez Midstream Partners (SNMP). Listen to Pat describe SNMP’s operation and what gathering, processing, and fractionation are all about.
2018-04-1354 minThe Stock Podcast | Members AreaSanchez Midstream Partners (SNMP) COO Pat SanchezThe post Sanchez Midstream Partners (SNMP) COO Pat Sanchez appeared first on The Stock Podcast | CEO & CFO Interviews.
2018-04-1200 min2018-04-1250 minThe Stock Podcast | CEO and CFO InterviewsWhat is the Buy Side, Sell Side, and Corporate Access? – The Stock Podcast, Ep.1The Stock Podcast, previously known as 'Investing with the Buyside', was founded on the belief that every investor should have the opportunity to hear a CEO or CFO of a public company describe their business, industry, and outlook. The chance to sit down and speak with management is called corporate access. However, you might instead be asking yourself, what is the ‘buy side’, why is corporate access so important, and what’s the difference between the buy side vs sell side? Well, please allow me to grossly oversimplify a very complex industry.
2018-04-0118 min