Cost of Equity Capital

When the former CFO of $SWN and current SVP of “Government and Regulatory Affairs” likes your tweet about Oil and Gas execs being overpaid

Look at this playboy

My best Energy mgmt team story. At Capital Grille for a roundtable dinner with an E&P team including CEO. An hour into the dinner, some dorky looking 30 something who hadn’t said a word the entire time called the waiter over and said “can I get a Johnnie Walker black double neat”

Alcohol and coffee is a weird combo. I take the shits of a lifetime when I combine. Still feeling it.

If you have any pictures of your butt you’d like to send, I wouldn’t be opposed.

A couple years ago I was at a dinner with 3 people and the management of a mid size public E&P. CEO asked why we thought the stock wasn’t going higher and what they could do to change that. Literally not one of the 3 of us responded.

What irritates me more? PE NAV‘s or dumbass financial advisors 🤔

I can’t think of anything that fucked up my 20’s more than @CFAinstitute and @CFAInstituteCEO. I got paid not by learning about Ethics, but quite frankly the exact opposite. How much more ass I could have gotten instead.

Would I rather get the plague or be a @CFAinstitute charterholder? I only have one and the plague would be better than the CFA experience

Like a sick bastard, I’m getting tempted by that 19% $ET yield

.@FerroTV you’re a “TV Actor”. You playing chess while we playing checkers.

What did you top out in for annual career earnings?

My severance package is 2 weeks of health insurance and all the porn downloaded onto my work computer.

What I would do to make Willis Towers Watson sign off on this. 9 on 83, I’d be a multi billionaire by now if that was the metric

To recap, Brad got $9 million cash on a $83 million market cap company.

$GS has tried this for the last 15 years and they’ve made little headway. Article even notes the “8 years ago he said this”. Marcus acquisition and United Capital both been a case of throwing good money at bad money. Understandable why they need to try to go this route though.

Brad will keep his $6.4 million correct?

@EnergyCynic @EnergyCredit1