

Morning $NOG
Yesterday was one of those thematic days. “You don’t buy a cheap oil stocks, you buy good management.” We started with an activist getting aggressive on Ovintiv, had a great conversation with the CEO of Northern Oil & Gas, had another activist letter to Delek USA from Carl Icahn’s CVI Refining, and rounded out with Happy Hour. But first, it’s Friday, and that means we start with… What do you call a mythical beast that