Show Me the Incentive: KKR, Crescent Energy, and the Art of the Roll-Up: QAV America #67

This week we dive into a Pulled Pork on Crescent Energy (CRGY), a US onshore oil and gas roll-up play with KKR pulling the strings behind the scenes, and a compensation structure that would make Charlie Munger raise an eyebrow. We also run through portfolio updates, the Jackson Hole Symposium, fresh US sanctions on Iran and Canada, and a quick scorecard on 65 stocks covered since March 2025, with a 74% win ratio to show for it.