Core Insights - The article emphasizes the importance of investing in familiar sectors, particularly the midstream sector, where the author has extensive experience as a gas pipeline engineer [1] - The author manages multiple portfolios that have consistently outperformed the S&P 500 index since their inception in 2020, indicating a successful investment strategy [1] - The investment philosophy focuses on evaluating companies as businesses rather than mere stock tickers, aiming to capitalize on market mispricing [1] Company Analysis - The author holds a beneficial long position in the shares of Energy Transfer (ET), indicating confidence in the company's future performance [2] - The article reflects a personal investment perspective, suggesting that the insights provided are based on independent analysis rather than external influence [2] Industry Perspective - The midstream sector is highlighted as a promising area for investment, particularly for those with relevant industry knowledge and experience [1] - The article suggests that understanding the fundamentals of the industry can lead to better investment decisions and opportunities [1]