The Trevor Rose Podcast
Ben Dell (Kimmeridge) - $40M to $6 Billion: Building a Private Equity Firm in Energy
What was said
if I look at the market today, the public market, I would argue one of the biggest inefficiencies is in one of the biggest names. And what I mean by that is if you look at Expand Energy, it's the biggest gas producer in the U.S. as an independent, and it's trading at one of the lowest multiples.