Скачать или смотреть JF 4144: How To Underwrite Oil And Gas Like A Pro ft. Bob Fraser

Pascal Wagner interviews Bob Fraser, CFO and chief macro strategist at Aspen Funds, to break down how oil and gas can (or can’t) fit inside a diversified portfolio. Bob explains the three parts of the industry (upstream, midstream, downstream), why most LP horror stories come from drilling risk, and why he prefers buying already-producing, non-operated working interests to reduce geology/engineering/operator risk. He also walks through what tax benefits investors often misunderstand (IDCs vs. depletion allowance), the importance of low leverage + hedging in a volatile commodity business, and the key red flags he’d watch for when underwriting deals (vertical wells, unrealistic pricing assumptions, and weak operator quality).
Bob Fraser
Current role: CFO and Chief Macro Strategist, Aspen Funds
Based in: Overland Park, Kansas
Say hi to them at:
Website: ⁠https://investlikeabillionaire.org⁠
Company: ⁠https://aspenfunds.us⁠
LinkedIn: ⁠  / ⁠  

============================================


Join 50K+ investors reading the Best Ever Newsletter each week: https://bit.ly/3SKhb7K

STAY IN TOUCH

➤Newsletter: http://bestevercre.com/newsletter
➤Facebook Group:   / bestevershow  
➤Facebook Page:   / bestevercre  
➤Twitter:   / bestevercre  
➤Instagram:   / bestevercre  
➤Website: http://bestevercre.com
➤Book: https://amzn.to/3rXBfrA
➤iTunes: https://apple.co/3CxEyLe
➤Spotify: https://spoti.fi/3etJngD
➤Stitcher: https://bit.ly/3T8MAkD