Grey Rock Investment Partners
5 statements across 1 episodes · 1 bullish · 2 bearish · 1 people on the record · first statement Oct 14, 2024 by Matt Miller · said 19 times in 1 episodes since 2024 · across every show →
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brought up most by Matt Miller (11), Ted Seides (8)
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2024 19 mentions in 1 episode
Everything said about Grey Rock Investment Partners, oldest first
Oct 14, 2024 positive
Oct 14, 2024 negative
Miller: Complex financial engineering in deals leads to participant misalignment
“I don't like complicated financial engineering. I don't like inserting puts and calls and preferred equity and ring fencing debt securities because maybe I'm too dumb to understand it, but I think that it just ends up with misalignment and transactions where e…”
Oct 14, 2024
Miller: Energy investing is like pharma; tourists get their faces ripped off
“The energy is like pharma. If you're a tourist, you're probably going to get your face ripped off. And if you don't know a component piece of the energy ecosystem, or maybe the second and third layer of the onion, you can really miss something really bad.”
Oct 14, 2024 bearish
Oct 14, 2024 neutral
Miller: Grey Rock pitches financial returns, not climate, to traditional operators
“And what we try to do is merge these worlds together, is just to say, hey, when we're in those conference rooms, realistically, we're not bringing up climate. We just aren't. We're bringing up money. And when we're in other conference rooms, we talk about how …”