Group 1 - The article highlights the attractiveness of Midstream companies in a volatile energy market, specifically mentioning Plains GP Holdings (NASDAQ: PAGP) as a potential investment opportunity [1] - The focus is on analyzing undervalued and disliked companies with strong fundamentals and good cash flows, particularly in sectors like Oil & Gas and consumer goods [1] - The author expresses a preference for long-term value investing while also engaging in deal arbitrage opportunities, citing examples such as Microsoft/Activision Blizzard and Spirit Airlines/Jetblue [1] Group 2 - The article emphasizes the importance of connecting with like-minded investors to share insights and build a collaborative community aimed at achieving superior returns [1]
Plains GP Holdings Is A Buy With Its Massive FCF