Viper Energy Inc. (VNOM)

Viper Energy Partners (VNOM) completed the $4 billion Sitio acquisition. VNOM issued revised production guidance post-acquisition for the third quarter.  The slide below shows guidance for the second ...

Viper Energy remains a solid buy, offering a strong dividend and robust financials despite a 22% YTD decline tied mostly to oil prices. VNOM's recent Sitio Royalties acquisition is expected to be 8-10...

Energy stocks offer compelling value due to low sector valuations, supply constraints, and long-term demand growth, making the sector highly attractive for investors. OPEC+ spare capacity is dwindling...

Energy remains one of the most misunderstood and undervalued opportunities, with supply tightening and demand growth setting up a powerful backdrop. The risk/reward is improving daily as OPEC spare ca...

I focus on big, long-term trends and dedicate energy to sectors with tremendous value, even if they're temporarily out of favor. Earlier this year, defense contractors were extremely undervalued, but ...

Viper Energy (VNOM) reported earnings 30 days ago. What's next for the stock?

Viper Energy is a $12.9 billion market cap publicly-traded minerals (Permian oil and gas) company. At 2Q25 base plus variable dividend rates annualized, it returns 5.4%, higher than two-year Treasurie...

Founded in 1869, Goldman Sachs is the world's second-largest investment bank by revenue and is ranked 55th on the Fortune 500 list of the largest United States corporations by total revenue.

Energy is the most unloved and undervalued S&P 500 sector, offering significant contrarian opportunity for income and capital gains. Smart money is quietly accumulating energy stocks despite recent un...

Viper completed its Sitio acquisition and expects mid-single-digit production growth in 2026 from current levels. This could put Viper's 2026 production around 132,000 BOEPD, including 68,000 barrels ...