Focused Investing

Focused Investing

Share this post

Focused Investing
Focused Investing
Trade Alert: More Inventory and Higher Yield

Trade Alert: More Inventory and Higher Yield

Paul Drake's avatar
Paul Drake
Jun 27, 2025
∙ Paid
10

Share this post

Focused Investing
Focused Investing
Trade Alert: More Inventory and Higher Yield
9
Share

Sometimes the market takes awhile.

You may recall that Whitecap Resources (TSX: WCP) substantially expanded production this year by merging with Veren. I looked at that here, and liked what I saw enough to invest. The merger closed earlier in this quarter.

Yesterday some confusion about the Free Cash Flow yield of the combined company led me to focus on…

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Paul Drake
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share