The company we’re recommending in this issue is a diversified conglomerate with investments in insurance, energy, and hospitality. The founders were modestly successful as hotel operators, but they turned out to be world-class capital allocators and business buyers, turning a $100,000+ loan into billions of dollars.
Porter reports that a $1.2 billion investment into a natural gas company is the start of the most important financial trend in the world. “We are just in the first inning,” he writes.
The company we are recommending is the world’s second-largest company in its category. Yet despite generating 90% of the free cash flow as its top competitor, this company trades around half of what that number-one brand trades for. We believe this valuation gap will narrow significantly in the years ahead.
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In this issue, we analyze a company that has the ultimate energy business model. Unlike its peers that are plagued by project delays, this company has brought its first two natural-gas terminals online in record time – allowing it to get to market sooner, for less money, leading to great profits over time.
The Biden administration’s recent natural-gas announcement will make energy more expensive, lead to continued reliance on imports from flaky foreign countries, and – ironically – create bigger environmental problems.
Right now, U.S. gas prices are among the lowest in the world. But as America increasingly expands its LNG export infrastructure, U.S. natural gas prices will increasingly converge with much-higher international prices. And the companies that own low-cost gas reserves today will reap a windfall.
The tiny, gas-rich country is opulent, uptight…and weak on the rule of law. Editor’s Note: We’re turning this week’s issue of Something You Don’t Know over to Porter & Co. publisher Kim Iskyan, for a boots-on-the-ground report from the Middle Eastern country of Qatar – which is at the crossroads of the global fossil fuels
The Next Phase of the Bear Market will start with a Subprime Auto Credit Collapse, then a Commodities Crash and finally Consumer Panic. Lucky Lopez buys repo’d cars. He’s a 20-year veteran of the auto industry. As a car dealer and auction buyer, Lopez sits on the frontline of the auto financing market. He’s even
How Driftwood Will Turn $2 Billion into $100 Billion With Two Permits and Bechtel. What Happens When Political Delusions Run Headlong into Economic Realities. Sunday, September 7th, 2008 was a bad day for Hank Paulson. The U.S. Treasury Secretary (and former CEO of Goldman Sachs) was dealing with a financial Armageddon – one he’d