Golar LNG: Investment Story Has Gotten Cleaner

Core Viewpoint - The investment thesis on Golar LNG Limited (GLNG) is based on its strong long-term earnings growth potential, supported by its liquefaction-as-a-service model [1] Group 1: Investment Strategy - The investment approach focuses on long-term investments while also considering short-term opportunities to uncover alpha [1] - The analysis is bottom-up, emphasizing the fundamental strengths and weaknesses of individual companies [1] - The investment duration is medium to long-term, targeting companies with solid fundamentals and sustainable competitive advantages [1]