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Victor Swishchuk, portfolio manager, dives into the upstream section of the Energy Sector on the “Value Hive” podcast, hosted by Brandon Beylo.
As an oil and gas analyst, Victor discusses crude oil, as well different types of upstream oil and gas business, how to value them, and what are the most common pitfalls an investor might face when getting into the industry.
We invite you to listen to this very interesting podcast, or some segments, to find out more about the gas and oil industry and its future.
[0:00] Who is Victor Swishchuck?
[5:00] Intuition Guided by Experience
[10:00] Studying Credit and Bonds before Equities
[18:00] Analyzing the Energy Sector: From Zero to One
[30:00] What does it mean for Oil to be Sweet, Sour, light, etc
[42:00] Upstream Oil and Gas Businesses
[1:00:00] Valuation: Implied Oil Price by Reversed NAV.
[1:13:00] Common Pitfalls and Where can you get burned?
[1:30:00] How to learn the industry?
[1:47:00] Closing Questions and more from Victor Swishchuck
Victor Swishchuk, MBA, CFA®
Mr. Swishchuk is a graduate of York University’s Schulich School of Business (MBA, Finance and a Graduate Diploma in Financial Engineering), and York University (BBA, minor in Mathematics), and is also a CFA® charterholder. Prior to joining the firm in 2013, he was Vice-President, Interest-Rate Trading with TD Securities. Previously, he completed internships in debt capital markets at RBC Capital Markets and in corporate credit at DBRS.
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