InvestmentGuru — Who can win in an energy shortfall
Utilities & Grid Operators (Direct Winners)
$NEE – Largest clean energy utility, grid-scale renewables + transmission
$DUK – Regulated utility w…↗
November 2025 · 1 mention
Nov 3
Colin King — Increasingly convinced that $OKE trades at an unwarranted discount to C-Corp midstream peer group... https://t.co/7qNQmQ0NzR↗
October 2025 · 2 mentions
Oct 30
Colin King — $OKE
Large-cap midstream energy co with shares down ~34% YTD vs. KMI -8% and EPD -2%... why?
1) 4 segments - NGLs, nat gas processing, crude products, nat gas pipelines
2) reven…↗
Oct 26
Colin King — Looking at $OKE for tomorrow's quick value (inspired by this @FishtownCap post)
It's free at VDL↗