ONEOK: A Growth Engine In The Midstream Space

Core Insights - ONEOK reported Q4 earnings on February 25 and provided guidance for 2025 and 2026 following its recent acquisitions of EnLink Midstream and Medallion [1] Financial Performance - The company has over 30 years of personal investing experience and focuses on small to mid-sized midstream companies, as well as larger topics like energy transition and macroeconomic questions [1] Investment Strategy - The company considers itself a value investor, recommending companies that produce high returns over a 3-8 year time horizon [1]