Most Recent Alert
You Caught ET, Right?
February 25, 2025
We’re approaching the next quarterly issue of Value Authority, which will contain a few trades to keep the portfolio fresh and rotate into even higher overall yields. However, I want to make sure you saw the last alert urging you to open a position on Energy Transfer LP (ET). After a bad quarter, ET might pay only $0.15 per share. After a great one, the
Most Recent Issue
The Slower Pace Pays Dividends
December 15, 2024
Three months ago, we made a big pivot from focusing on pure trading opportunities to a more balanced total return strategy. The decision was part pragmatism and part philosophy. It’s working. We’ve made about 3.4% across the portfolio in those three months, which is a robust return if our expectations are aligned with reality. I’ll talk about that shortly, but for now I want to