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#hottakeoftheday

David Ramsden-Wood

David Ramsden-Wood's #hottakeoftheday

Platform
Substack
PricingOnly free issuesPublishesDaily
Issues1431SubscribersRead hottakeoftheday.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Election Day and a quick follow up on CIVI/SM

Part 1 — New York’s Election and the Illogic of Tax Entitlement

a month ago
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5

Merger Monday: SM and Civitas get married!

Well, it finally happened. Civitas and SM Energy announced their merger, and I couldn’t be happier about it. Sure, it’s zero premium and all equity—but that’s exactly what $60 oil and limited runway for the industry looks like. To me, this ...

a month ago
14
4

The Wealth Tax and the Power Problem

I don’t podcast anymore, too many projects and not enough time, but I’m an avid listener. This morning with my coffee, I was catching up on one of my favorites, Pete Buttigieg was their guest hammering on talking points, Orangeman Bad, and ...

a month ago
29
15

Working With Your Friends

As I’ve evolved in my businesses, post oil and gas, when I’m not a law student, I’ve sharpened my business skills and write all the agreements. I’m won’t call it “acumen,” but most of what we call “wisdom” comes from being punched in the fa...

a month ago
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  • David Ramsden-Wood

    DRW's #hottakeoftheday

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