Скачать или смотреть Why I’m Watching, Not Buying Yet – Ring Energy Case Study (REI)

In this video, I walk through a live investment case study — Ring Energy (REI) — to explore a rarely talked about skill in investing:

👉 Recognizing a compelling opportunity…
👉 …but having the discipline not to buy — yet.

This video isn’t a pitch. It’s about process and decision-making.

📌 Here’s what I cover:

– How REI’s NPV10 valuation has actually improved, even as oil prices dropped from $75 to $65
– Why last year, REI’s NPV10 was 2.42x market cap — but now, at lower oil prices, it trades at ~3.5x NPV10
– How forced selling by a large ESG-transitioning shareholder created temporary mispricing
– Why I’m watching, not rushing — and how patience might let this become a 5x upside if oil prices revert to historical averages
– My framework for comparing NPV vs. price using conservative assumptions (NPV10 @ $65 oil)

This is a real-time look at what goes into a disciplined, value-focused investing mindset.

Sometimes, the best investors don’t act — they wait, observe, and strike when the odds are even better

⚠️ Disclaimer:
This video is for educational and informational purposes only. It is not financial advice or a recommendation to buy or sell securities. Always do your own research or consult a licensed financial advisor before making investment decisions.

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