#hottakeoftheday
David Ramsden-WoodDavid Ramsden-Wood's #hottakeoftheday
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 1511 | Founded | 6 years ago | Last Issue | 16 days ago |
| Active | |||||
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hottakeoftheday.substack.comLatest Issues
The Needle in the Haystack
I’m working two trials right now. A xxxxx. A yyyyyy. That’s all you get—the rest belongs to the clients, not the readers. But here’s what I can tell you: it’s the most alive I’ve felt intellectually since selling OneEnergy and certainly, as...
Matador is the gift that keeps on giving… to EnCap
Two weeks ago, Matador announced that they were acquiring Paloma Permian for $1.275 billion. The same day, they announced Ridge Runner Resources at an undisclosed price, buried inside a ~$4,000/acre Woodford blend so you can’t isolate it. H...
Windfall Profits Tax, Part II: Now With a Republican in the Room
For those who have read me for a long time, you won’t be surprised many times over the past few months “something happened” and I grabbed my phone to open substack (currently, I’m only using lowercase letters for them because I’m still frus...
It’s been a minute!
Let’s address the elephant in the inbox.
I haven’t written in a while. Months, maybe longer — long enough that if HTOTD were a plant, you’d be composting it right now.
Here’s what actually happened, because “I got busy” felt too easy and...
A Follow Up: They Booed the Wrong Villain
Yesterday, I wrote about the graduates booing Eric Schmidt at the University of Arizona every time he said the word “AI.” I wrote about the Dweck study, opting in to easy or hard puzzles and, and what Covid did to a generation’s relationshi...
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