Permian Resources: The E&P You Need In Your Portfolio

分组1 - The article discusses the performance of Permian Resources, which has achieved a total return of over 19% since early March, despite a decline in WTI prices [1] - The author emphasizes a focus on undervalued companies with strong fundamentals and cash flows, particularly in the Oil & Gas sector [1] - Energy Transfer is highlighted as a company that was previously overlooked but is now considered a valuable investment opportunity [1] 分组2 - The author expresses a preference for long-term value investing while also engaging in deal arbitrage opportunities [1] - There is a clear aversion to investing in high-tech businesses and certain consumer goods, with a preference for more traditional products [1] - The article aims to connect with like-minded investors and foster a community focused on informed decision-making and superior returns [1]