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This is Matt Reustle. Today we are breaking down the recent IPO WaterBridge. I am joined by James Davolos from Horizon Kinetics. We start with HK's history with these very unique businesses that are off the radar for many with TPL, Landbridge and now Water Bridge. James gets into the weeds and nuances of what this business actually doesa and why the service that they're providing is so incredibly important, particularly with US Shale and where they are in the Permian Basin. This is an interesting and timely conversation from all different angles. Please enjoy this breakdown of WaterBridge. For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. —- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes. Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Welcome to Business Breakdowns (00:00:52) Overview of WaterBridge IPO (00:02:20) Deep Dive into WaterBridge and Landbridge (00:04:10) History and Background of Horizon Kinetics (00:06:48) Understanding the Water Infrastructure Industry (00:10:34) Challenges and Solutions in Water Disposal (00:26:27) The Role of Five Point Infrastructure (00:32:10) Understanding the Value of Land in Oil and Gas (00:32:33) The Importance of Water as a Pure Play (00:34:26) Next-Gen Opportunities in West Texas (00:39:14) Challenges in Water Disposal and Market Dynamics (00:42:06) Switching Providers and Outsourcing Trends (00:55:48) Valuation and Growth Prospects for Waterbridge (01:01:33) Key Lessons from WaterBridge
Je kent Project Beethoven nog wel. Het Rijk en de regio staken vorig jaar samen 2.5 miljard in onderwijs en infrastructuur om chiptrots ASML in Nederland te houden. ASML klaagde namelijk over het Nederlandse vestigingsklimaat en dreigde met vertrek naar Frankrijk, dat met industriepolitiek grote bedrijven wilde lokken. Maar waar het hart vol van zit, loopt de portefeuille van over. ASML kan niet stoppen met zijn Franse flirt. Het steekt even 1.3 miljard euro in het Franse AI-bedrijf Mistral. Wat betekent dat voor beide bedrijven? Wat krijgt ASML ervoor terug? En: is Mistral eigenlijk wel een partner van formaat? Verder herinnert u zich ook nog wel de Europese schuldencrisis. "Whatever it takes", zei ECB-baas Mario Draghi toen Griekenland, Italië, Spanje en andere Zuid-Europese landen hun broek amper nog op konden houden en de Euro uit elkaar dreigde te spatten. Dat is nu wel anders. De zuiderlingen lopen de Duitsers lachend voorbij op de beurs. Toch moet je tussen al die omhoog geschoten banken goed opletten wat je koopt. Tot slot bespreken we een stortvloed aan beursgangen in de VS. De dealmakers op Wall Street zitten te watertanden: ein-de-lijk weer dikke fees verdienen aan IPO's van datacenters, cybersecurity en... concertkaartjes? We vragen gast Jean-Paul van Oudheusden van eToro en Markets are Everywhere of hij er nog wat moois tussen ziet.See omnystudio.com/listener for privacy information.
Je kent Project Beethoven nog wel. Het Rijk en de regio staken vorig jaar samen 2.5 miljard in onderwijs en infrastructuur om chiptrots ASML in Nederland te houden. ASML klaagde namelijk over het Nederlandse vestigingsklimaat en dreigde met vertrek naar Frankrijk, dat met industriepolitiek grote bedrijven wilde lokken. Maar waar het hart vol van zit, loopt de portefeuille van over. ASML kan niet stoppen met zijn Franse flirt. Het steekt even 1.3 miljard euro in het Franse AI-bedrijf Mistral. Wat betekent dat voor beide bedrijven? Wat krijgt ASML ervoor terug? En: is Mistral eigenlijk wel een partner van formaat? Verder herinnert u zich ook nog wel de Europese schuldencrisis. "Whatever it takes", zei ECB-baas Mario Draghi toen Griekenland, Italië, Spanje en andere Zuid-Europese landen hun broek amper nog op konden houden en de Euro uit elkaar dreigde te spatten. Dat is nu wel anders. De zuiderlingen lopen de Duitsers lachend voorbij op de beurs. Toch moet je tussen al die omhoog geschoten banken goed opletten wat je koopt. Tot slot bespreken we een stortvloed aan beursgangen in de VS. De dealmakers op Wall Street zitten te watertanden: ein-de-lijk weer dikke fees verdienen aan IPO's van datacenters, cybersecurity en... concertkaartjes? We vragen gast Jean-Paul van Oudheusden van eToro en Markets are Everywhere of hij er nog wat moois tussen ziet.See omnystudio.com/listener for privacy information.
In this episode of The Energy in Transition Podcast, hosts Josh Lowrey and Dan Pickering sit down with WaterBridge executives, Michael “Chop” Reitz and Hayden McEntire, to discuss the critical role of water management in oil and gas. They explore WaterBridge's innovative solutions for sustainable water handling, the challenges of managing seismicity, and the future of water recycling in the energy sector. Chop and Hayden share insights into their company's growth, the importance of strategic land acquisition, and how WaterBridge is poised to shape the industry's water infrastructure for decades to come. Tune in for an engaging look at the intersection of water and energy!
In this episode of the Pipeliners Podcast, Stephen Anson from Waterbridge and Jonathan Dye from OneOK join to discuss the International School of Hydrocarbon Measurement (ISHM). They discuss their roles within ISHM, its history, organization, and unique features such as educational exhibits. Anson and Dye emphasize the importance of ISHM for professionals in the oil and gas industry, highlighting opportunities for networking, continuing education, and career advancement. Visit PipelinePodcastNetwork.com for a full episode transcript, as well as detailed show notes with relevant links and insider term definitions.
In this month's episode of the Oil & Gas Measurement Podcast, host Weldon Wright is joined by Stephen Anson of WaterBridge to talk about real world water measurement. Listen to the episode now to learn more about the challenges of accurate measurement and how the real world elements play a part in those challenges. Visit PipelinePodcastNetwork.com for a full episode transcript, as well as detailed show notes with relevant links and insider term definitions.
In this episode you will learn:What is Fast Forward, and what problem does it aim to solve for founders, according to WaterBridge?How important is it for founders to conduct a background check on VCs, and what percentage of founders actually do it?What does Anjali mean by Founder learnability and scalability, and why are founders hesitant to let an experienced CEO scale the company?What are the networks and channels that WaterBridge relies on for sourcing high-quality startups?When evaluating a startup, why does Anjali prioritize assessing the team over analyzing markets?Does consumer behaviour evolve over time, or does human psychology follow a hierarchy of needs, according to Anjali?Why does Anjali think that women should build more consumer products?What are the reasons behind the focus on vanity metrics and growth at all costs before VCs started focusing on profitability and real metrics, and how can this be avoided in the future to build sustainable businesses?AboutAnjali Sosale is a Partner at WaterBridge Ventures, an India-focused seed to series A fund that invests in early-stage technology companies. With a focus on consumer tech, e-commerce, marketplaces, and all enablers to Indian Consumer Demand, Anjali is dedicated to finding and supporting innovative startups that are changing the way Indians transact online. She is particularly interested in products that can enable the next half billion rural Indian Internet users to engage in e-commerce.
Jim Hill welcomes Christina Harrison as the special guest host of this week's episode. They discuss which foods & activities WDW visitors should seek out during that Resort's 50th-anniversary celebration Learn more about your ad choices. Visit megaphone.fm/adchoices
Jim Hill welcomes Christina Harrison as the special guest host of this week's episode. They discuss which foods & activities WDW visitors should seek out during that Resort's 50th-anniversary celebration Learn more about your ad choices. Visit megaphone.fm/adchoices
The Desi VC: Indian Venture Capital | Angel Investors | Startups | VC
Anjali Sosale is a Partner at WaterBridge Ventures, an early-stage VC firm based out of Bangalore and Delhi. Anjali began her career at EY, going on to becoming the Vice President over the course of a ten-year stint, before moving on to Myntra where she led their Brand Accelerator Program for three years. In this episode, we will cover:Impact of the Covid second wave on investments (2:20)Challenges founders are facing especially wrt their workforce and bench strength (7:25)Anjali's journey into VC (15:11)Thesis evolution in general within the consumer world (27:33)Covid induced trends within consumer sectors (32:00)Learnings from building communities in India (43:36)How does community “fit” into a fund's thesis? (50:01)Fund-raising during the second wave and thesis development (1:00:43)Red flags during fund-raising –– for founders (1:07:01)
On this podcast, Josh Lowrey and David de Roode, are joined in the Flecha Azul Tequila podcast studio by Waterbridge, co-Chief Executive Officers, Jason Long and Steven Jones. The guys have a great conversation talking about water production, water usage and water recycling and how the market and thus customers are changing the industry. You will enjoy hearing the story about how this company was formed and where it is heading - another great conversation shared on the Oilfield 360 podcast. Oilfield360.com The Oilfield 360 Podcast is the premier Oil and Gas podcast. We provide our listeners and subscribers with unique insight into the leadership of this great industry. We will be talking to industry leaders, disrupters and thought leaders who will share their background, knowledge, lessons learned and other tips and tidbits to our audience. Whether the topic is onshore or offshore, Upstream Exploration and Production or Upstream Drilling, Completion and Production Services; Equipment Manufacturing; Midstream or Downstream; Energy-focused Private Equity; People/Human Resources Issues; Risk Management & Safety Issues; the Environment or Regulatory Issues, we have this industry covered – 360 degrees. #Grit #Tenacity #Empathy #ESG #OilandGasMakesModernLifePossible #OilandGasMakesSolarEnergyPossible #OilandGasMakesWindEnergyPossible #OilandGasMakesBatteries
LongShorts - Banter on All Things Business, Finance, and People
We catch up with Ravi Kaushik, Partner at WaterBridge Ventures, an early stage Venture Capital (VC) firm, as he reflects on his philosophy to identify disruptive VC opportunities. From spotting great Founders, going deep dive when it comes to addressable markets, to the value of primary research during diligence, Ravi is "inherently excited by India's consumer opportunity" and looks out for any product that passes the "tooth brush test". He also shares his take on what filters can make more sense of the Indian market story, dynamics of startup exits, and the potential role played by policy makers in shaping the ecosystem. If you're keen to understand a first-hand "VC perspective" towards startup funding, listen in.
There's a lot happening in the shale space today: Permian basin industry groups are challenging perceptions on methane emissions; The new U.S. Secretary of Energy says the slowdown in the Permian is only temporary; WaterBridge has raised $345 million to expand its Permian operations; Devon Energy agrees to sell its Barnett shale assets for $770 million; China is breaking global records for oil imports, and the numbers are still growing. To learn more about these topics and other news of the day, please visit www.worldoil.com/news
Sarbvir Singh is Managing Partner at Waterbridge Ventures, an early stage Venture Capital Fund based out of India. Sarbvir started his journey as a Venture Capitalist in 2007 with Capital 18, the VC arm of media conglomerate Network 18. Back then he was one of the first institutional checks in Bookmyshow, which is today a Unicorn and Yatra, which went public on NASADAQ. Waterbridge was started by Manish and Sarbvir in 2016. It has invested in 16 companies some on which well known ones are Unacademy, Chalo, Ziploan, MagicPin and DoubtNut. Here is what we are going to discuss on in this podcast: 1. Why did Manish and Sarbvir start Waterbridge Ventures ? 2. What is Waterbridge looking in early stage ventures while evaluating them ? 3. What qualities is Waterbridge looking in Founders ? 4. The most common mistakes founders make while pitching ? 5. What should be the number 1 or 2 slide that should be in your pitch-deck and which thing you should be spending your most time on in investor pitches ? 6. What value does Waterbridge ventures add in their portfolio companies ? 7. What makes some companies 50 to 100x ?
Sarbvir Singh, Managing Partner at WaterBridge Ventures, talks about the firm’s India-focused investment thesis.
Bohaterowie wyruszają na ulice Waterbridge, by odwiedzić miejsca dotychczasowych zbrodni i sprawdzić, czy uda im się zauważyć coś, co umknęło policji. Nie spodziewają się jak dziwne osobistości spotkają na swojej drodze… „Rzeźnik z dzielnicy portowej” to podcast, będący zapisem detektywistycznej sesji RPG w konwencji fantasy. Zapraszamy Was do czteroodcinkowej przygody, w której będziecie śledzić grupę śmiałków Read more The post Rzeźnik z dzielnicy portowej – CZĘŚĆ DRUGA: ŚLEDZTWO first appeared on Sesje na podsłuchu.
Bohaterowie wyruszają na ulice Waterbridge, by odwiedzić miejsca dotychczasowych zbrodni i sprawdzić, czy uda im się zauważyć coś, co umknęło policji. Nie spodziewają się jak dziwne osobistości spotkają na swojej drodze… „Rzeźnik z dzielnicy portowej” to podcast, będący zapisem detektywistycznej sesji RPG w konwencji fantasy. Zapraszamy Was do czteroodcinkowej przygody, w której będziecie śledzić grupę śmiałków Read more The post Rzeźnik z dzielnicy portowej – CZĘŚĆ DRUGA: ŚLEDZTWO first appeared on Sesje na podsłuchu.
Bohaterowie wyruszają na ulice Waterbridge, by odwiedzić miejsca dotychczasowych zbrodni i sprawdzić, czy uda im się zauważyć coś, co umknęło policji. Nie spodziewają się jak dziwne osobistości spotkają na swojej drodze… „Rzeźnik z dzielnicy portowej” to podcast, będący zapisem detektywistycznej sesji RPG w konwencji fantasy. Zapraszamy Was do czteroodcinkowej przygody, w której będziecie śledzić grupę śmiałków Read more The post Rzeźnik z dzielnicy portowej – CZĘŚĆ DRUGA: ŚLEDZTWO first appeared on Sesje na podsłuchu.
Bohaterowie wyruszają na ulice Waterbridge, by odwiedzić miejsca dotychczasowych zbrodni i sprawdzić, czy uda im się zauważyć coś, co umknęło policji. Nie spodziewają się jak dziwne osobistości spotkają na swojej drodze… „Rzeźnik z dzielnicy portowej” to podcast, będący zapisem detektywistycznej sesji RPG w konwencji fantasy. Zapraszamy Was do czteroodcinkowej przygody, w której będziecie śledzić grupę śmiałków na tropie seryjnego mordercy. Uważasz, że znasz rozwiązanie zagadki? Podziel się swoimi teoriami z resztą słuchaczyRead more
Bohaterowie wyruszają na ulice Waterbridge, by odwiedzić miejsca dotychczasowych zbrodni i sprawdzić, czy uda im się zauważyć coś, co umknęło policji. Nie spodziewają się jak dziwne osobistości spotkają na swojej drodze… „Rzeźnik z dzielnicy portowej” to podcast, będący zapisem detektywistycznej sesji RPG w konwencji fantasy. Zapraszamy Was do czteroodcinkowej przygody, w której będziecie śledzić grupę śmiałków na tropie seryjnego mordercy. Uważasz, że znasz rozwiązanie zagadki? Podziel się swoimi teoriami z resztą słuchaczyRead more
Our co-hosts Paul Stevenson and Greg Campbell had the pleasure recently of sitting with Brian Frank & Nik Topolovec. Brian and Nik are the Founders of Waterbridge Creative Media & the newest partner of GROWcast. Waterbridge Creative Media is our new Digital Media partner and will be using their experience and expertise to bring you the most brilliant form of GROWcast ever known!! :) Check out what these two amazing humans have to say about business, life and overcoming the odds. #Major #Paradise -- Check out Waterbridge: creative.waterbridgemedia.ca Special Thanks to our sponsors: Startup Canada - www.startupcanada.ca ReferralMortgages.com - www.referralmortgages.com The Greater Ottawa Group - www.greaterottawagroup.com