Chris Judd's Talk Ya Book Podcast · Chris Judd's Talk Ya Book
Michael Goldberg
March 12, 2024·17 min·1 clip
Michael Goldberg reveals that oil is the world's most used commodity, with demand likely robust into the 2040s.
As heard by us
A focused small-cap value conversation built around catalysts, discounts, and capital returns.
Michael Goldberg returns with a practical look at Collins Street Asset Management's value approach, centered on discounts, management behavior, capital returns, and the gap between market price and intrinsic value.
Why you'd press play
Want a value pitch built on catalyst math, not market vibes?
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