Original review: Cheniere Energy - LNG Export Major
Tag for finding my other articles on this stock: LNG
About this blog: I have been investing for 25 years, professionally and personally. I look for stocks that have a high probability of compounding at 15% for at least 5 years with limited downside. I write these stocks up on my blog. You can find more about me, my philosophy, my mental models, and my portfolio structure on my site.
Key takeaways
EBITDA and DCF guide increased; execution excellent as usual; buyback executed with real discipline, averaging $202 in a quarter that saw the stock range from $194 to $297.
Thesis and valuation update