A massive American energy infrastructure company is quietly generating explosive returns that would make tech investors weep with envy.
Owner earnings growth: 143.97%
A 6.95% dividend yield that's actually sustainable
We're talking about a company that owns America's energy superhighway — tens of thousands miles of pipelines moving the natural gas and oil that keeps the lights on and cars running across the continent.
what makes this opportunity extraordinary:
🔥 Perfect Timing: data centers are exploding, electrification is accelerating and America is becoming the world's energy supplier. Peak power demand is forecasted to grow 15-19% annually over the next five years.
💰 Management Transformation: leadership has evolved from capital-destroying empire builders into disciplined value creators generating real returns on every dollar invested.
📈 Undervalued by 28-43%: Trading at a massive discount to intrinsic value across all scenarios, even with conservative growth assumptions. It is trading 5.64x of Owner Earning.
🏰 Unbreachable Moats: Try building competing infrastructure when they already own the prime real estate in every major energy basin. It's virtually impossible.
Keep reading with a 7-day free trial
Subscribe to ASYMMETRIC EDGE to keep reading this post and get 7 days of free access to the full post archives.