Hinds Howard @MLPguy
infrastructure PM @ CBRE Investment Management. For personal stuff, find me @dadlifting...not investment advice. mlpguy.substack.com PA Joined February 2010-
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WEEK THOUGHTS: I DON’T THINK ABOUT YOU AT ALL… open.substack.com/pub/mlpguy/p/w…
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Letting go of a value stock after it outperforms one rare day and you realize you shouldn’t be that excited… like when Billy Heywood is pumped when his favorite player Jerry gets a seeing eye single and realizes he’s gotten too wrapped up emotionally…
@johnshearson1 @suicideblond Oh man, he’s gone? Probably got a job in a better sector?
VG is the Nico Harrison of the midstream space… as the market starts to understand “the vision” of the company that depended on legal outcomes and surprise war
WMB announced big new project. Analyst asks: how does the shadow backlog replace that project that just went into execution? Chad at WMB: chill on me dawg
WEEK THOUGHTS: BUY THE NEWS… mlpguy.substack.com/publish/posts/…
Good day to take a long walk during lunch and listen to @lhamtil podcast on rails, rather than watch CNI get slammed by positioning into quarter…
@HighyieldHarry @Buyside_Hub I enjoy sharing portfolio positioning and having Claude confirm how smart my rationale is
Never before have I heard so many analysts talking about how cheap things are on EBITDA 4 years from now…are we really that comfortable with midstream numbers in 2030? Maybe we are, I’m just asking questions here…
@HalkingT Maybe nothing, maybe tech companies run out of money or appetite to build data center, maybe local opposition to data centers, maybe new technology that reduces power center demand…I think it would be more certain if you had all the projects you need today to hit 2030 numbers
Which midstream management team does this bring to mind for you?
When you ask a management team about their conservative guidance in a small group meeting & they give MNPI w/out saying words
WEEK THOUGHTS: A CEASE DIVIDEND… mlpguy.substack.com/p/week-thought…
WEEK THOUGHTS: MARKET HOPED, MIDSTREAM FADED… open.substack.com/pub/mlpguy/p/w…
WEEK THOUGHTS: SHUFFLING TOWARDS RESOLUTION… mlpguy.substack.com/p/week-thought…
@ManchesterUtd81 Any chance it’s an attack? Or accidente?
WEEK THOUGHTS: AND I RAN…TO MIDSTREAM…mlpguy.substack.com/p/week-thought…
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