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, achieving top ratings in Institutional Investor and Extel surveys [1] - Prior to investment banking, the author worked for ten years in a Canadian corporate environment focusing on power project development and finance [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 smarter and richer world [1] - The author publishes short actionable notes on investing and portfolio revisions on a Substack platform [1]
Pembina Pipeline: Buy On Improved Growth Visibility