Podcasts Business Investing The Meb Faber Show Derren Geiger, Cornerstone Acquisition and Management - E&P Companies Are Doing Whatever They Can To Achieve Cash Flow Neutrality | #205

Derren Geiger, Cornerstone Acquisition and Management - E&P Companies Are Doing Whatever They Can To Achieve Cash Flow Neutrality | #205

Published: March 11, 2020, 5 p.m.

b'In episode 205, Meb talks with Cornerstone Acquisition and Management CEO and Portfolio Manager, Derren Geiger. Meb and Derren cover Caritas Funds\\u2019 process for investing in onshore US oil & gas mineral rights and royalty interests.\\nThey get into sourcing opportunities, some detail on the royalty model, the role hedging plays in managing risk, and the balance of commodity exposure in the portfolio.\\nAs the conversation winds down, the pair walk through an actual example of how an acquisition played out, as well as Derren\\u2019s thoughts on the energy market.\\nAll this and more in episode 205, including Derren\\u2019s most memorable investment.\\nLearn more about your ad choices. Visit megaphone.fm/adchoices'