EPDBULLISHIn depth · 4/5

Midstream energy offers stable income

The guest argued that midstream/pipeline companies provide stable, volume-driven cash flows and attractive dividends, making them a core, long-term holding.

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The story so far

OPEN · 11 MENTIONS · 6 SHOWS

20 AUG 2025 — 5 AUG 2026 · 2W AGO

9 SUPPORT · 2 REPEAT

20 AUG 2025 · FIRST HEARD
THE ACQUIRERS PODCAST
- Energy stocks cheap at reserve replacement cost
4 EPISODES BETWEEN · 4 MENTIONS
1. 26 SEP 2025
  THE ACQUIRERS PODCAST
  - European natural gas producers as cash return plays
2. 21 FEB 2026
  FORWARD GUIDANCE
  - Own energy producers over the commodity
3. 19 MAR 2026
  THE ACQUIRERS PODCAST
  - Energy producers benefit from higher prices, security focus
4. 10 APR 2026
  PALISADES GOLD RADIO
  - Stable-region oil & gas producers as selective value
21 APR 2026
THOUGHTFUL MONEY
- Midstream energy offers stable income · THIS IDEA
23 JUL 2026 · 4W AGO
COMMODITY CULTURE
- Canadian oil and gas value expansion
23 JUL 2026 · 4W AGO
THOUGHTFUL MONEY
- Deep value in Canadian energy equities
29 JUL 2026 · 3W AGO
COMMODITY CULTURE
- Small and mid-cap Canadian oil disconnect
31 JUL 2026 · 3W AGO
PALISADES GOLD RADIO
- Canadian energy trades at a political discount
5 AUG 2026 · 2W AGO
TOP TRADERS UNPLUGGED
- Unconventional energy equity as capital flows out

HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD