The Renaissance of Pipelines and Our Sell Discipline – Ep 113

Share:

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...

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://investor.fm/the-renaissance-of-pipelines/ and https://investor.fm/our-sell-discipline/.

Disclosure: Read this before you buy your next stock

 

 

New to investing?

Explore these valuable guides to get started.

Related Articles

You Are Responsible for What You Have Tamed – Ep 300

As an entrepreneur, you always want to grow your business. Your current revenue and profit are never enough; they just set the bar higher for next year. We always want more. But this “more” has a hidden cost.

Chess Nights at Red Robin – Ep 299

I have vague first memories of playing chess with my grandfather when my family visited my father's parents in Moscow. I was five years old.

Today’s Market = 1999 Capex + 2008 Credit – Ep 298

I wrote in the past that the AI rollout feels a lot like déjà vu of the 1999 telecom bubble. Today's AI bubble has elements of both the 1999 overinvestment in internet infrastructure and the 2008 collapse of financial instruments that infected the banking and financial system.

You Don’t Need to Be an Expert to Hire One. You Need a Tunaman. – Ep 297

My wife and I are taking a perfectly good 25-year-old house and spending 20% of the purchase price on ... Read more