Andrew Carreon from Emeth Value on Diversified Energy $DEC (podcast #122)
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Andrew Carreon, founder of Emeth Value, discusses his thesis on Diversified Energy (DEC; trades in London). Key points include how the company can get such good deals on acquisitions, if the company has an edge in handling asset retirement obligations, and why the company pays such a big dividend. You can find
Andrew Carreon from Emeth Value on Diversified Energy $DEC (podcast #122)
Andrew Carreon from Emeth Value on…
Andrew Carreon from Emeth Value on Diversified Energy $DEC (podcast #122)
Andrew Carreon, founder of Emeth Value, discusses his thesis on Diversified Energy (DEC; trades in London). Key points include how the company can get such good deals on acquisitions, if the company has an edge in handling asset retirement obligations, and why the company pays such a big dividend. You can find