Feb 23, 2021
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/.