Christine Guerrero: An Inside Look at Integrated Oil E&Ps
Hey Guys! This week we have Christine Guerrero. She is one of the most unique guests from our Oil & Gas Journey. She has spent actual time working as an Engineer in various Energy Producers. She shares how she got into the industry, why scalability is very important, her favorite stocks ($HES, $APA, $CGXEF & $FECCF), what are good unit economics, and what was like investing in energy companies when oil went negative. [0:00] Who is Christine Guerrero? [7:30] Working in Chevron ($CVX) [13:00] Deepwater Drilling [16:00] How to Analyze Margins and Scalability [18:00] Shale Drilling [24:00] Hess Corporation ($HES) [30:00] Investing When Oil went Negative: Selling Your House [39:00] APA Corporation ($APA) [45:00] Suriname and Guyana [49:00] Oil Small Cap Investing ($CGXEF & $FECCF) [1:04:00] Assessing Management [1:07:00] What are good unit economics? [1:10:00] How to learn the energy industry? [1:16:00] Talos Energy ($Talo) [1:24:00] Different Energy Subsectors [1:26:00] More from Christine and Closing Questions Make sure to go follow Christine on Twitter @SheDrills! Finally, a big thanks to the following sponsors for making the podcast a reality! Mitimco This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns to support MIT's mission. To help the emerging manager community more broadly, they created emergingmanagers.org, a website for emerging manager stockpickers. For those looking to start a stock-picking fund or just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers, and more! Tegus Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best. I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to tegus.co/valuehive for a free trial to see for yourself. TIKR TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at TIKR.com/hive. --- Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support