Kimbell Royalty Partners: A Sell Despite Its Tempting Yield

Core Insights - Kimbell Royalty Partners (KRP) offers an attractive dividend, appealing to investors due to the nature of royalty companies receiving payments "off the top" without typical upstream risks [1] Company Overview - KRP operates in the oil and gas sector, which is characterized as a boom-bust, cyclical industry, requiring patience and experience for successful investment [1] - The company does not control the pace of development, which is a common trait among royalty companies [1] Investment Strategy - The investing group Oil & Gas Value Research, led by a retired CPA with an MBA and MA, focuses on under-followed oil companies and out-of-favor midstream companies that present compelling investment opportunities [1] - The group facilitates discussions among oil and gas investors through an active chat room, allowing for the exchange of recent information and ideas [1]