Group 1 - The article discusses the analysis of oil and gas companies, focusing on identifying undervalued names in the sector [1] - The author emphasizes the cyclical nature of the oil and gas industry, highlighting the need for patience and experience in investing [2] - The investing group, Oil & Gas Value Research, seeks out under-followed oil companies and midstream companies that present compelling investment opportunities [2] Group 2 - The article mentions that the author has a beneficial long position in the shares of VNOM and FANG, indicating a personal investment interest [3] - It is noted that the article expresses the author's own opinions and is not influenced by compensation from any company mentioned [3] - The article does not provide investment advice and encourages investors to conduct their own research [4]
Viper Energy: Consider Buying After The Merger