The Renaissance of Pipelines and Our Sell Discipline - Ep 113

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By Vitaliy Katsenelson. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

At first, investors loved them. Then, they hated them. Now, investors have left them for dead. Oil and gas pipeline companies are anything but popular. But they are essential businesses, with rising free cash flow and substantial dividend yields. In this podcast, Vitaliy walks you through IMA's recent investment in oil pipelines, and then gives an overview of his firm's sell discipline.

You can read these articles online here: https://contrarianedge.com/the-renaissance-of-pipelines/ and https://contrarianedge.com/our-sell-discipline/.

124 episodes