Core Insights - The article emphasizes the author's extensive experience in investment banking, particularly in equity research and corporate finance within the Canadian electric utilities and infrastructure sectors [1]. Group 1: Experience and Expertise - The author has over twenty years of experience in sell-side equity research, corporate and project finance, M&A, and valuations [1]. - A decade was spent as an equity research analyst at global banks, including UniCredit Securities and HSBC Global Markets, where the author was recognized as a top-rated analyst [1]. - Prior to the investment banking career, the author worked for ten years in a Canadian corporate environment focusing on power projects and M&A [1]. Group 2: Investment Philosophy - The author believes in actionable investment ideas and the importance of compelling narratives and clear arguments [1]. - There is an intention to share insights and stories to contribute to a more informed investment community [1].
South Bow: Strong Business Model, Outstanding Dividends, Growth On The Horizon