Below is my most recent research report on SandRidge Energy (SD).  This is a company that has been cutting costs and improving its capital allocation, which were both serious problem areas under the leadership of former CEO Tom Ward.  Moving forward and assuming that oil and natural gas prices stay high, I believe the stock...Read More

I finally got around to reading the letter that TPG sent to Sandridge Energy (SD) regarding Tom Ward’s mismanagement.  I believe they made an extremely compelling case and indeed the board and management have conducted themselves in an egregious, self-enriching manner.  I believe APA, DVN, and BP are more attractive at this point, but I...Read More