Cavan Images/iStock via Getty Images Investment thesis Talos Energy (NYSE: TALO) is a rising oil producer in the Gulf of Mexico that trades at sizable discount to its net asset value (or NAV) .1 was excited about this stock in VAL -52.60% Talos Energy Inc (TALO) Price % Off High 0,00% -20.00% -40.00% -52.60% -60.00% Jan '22 Jul '22 Jan '23 Jul '23 Jan '24 Jul '24 Seeking AlphaQ Aug 18, 2024, 1:37 PM EDT Powered by YCHARTS Data by YCharts I believe this was largely driven by the negative short-term consequen ...