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Thoughtful calm analysis as always. I know this will do very well because your assumptions are so mild compared to what could actually happen.
Thanks. It's a wonderful business, incredible margin power. Rick has it as a 3
Excellent analysis. Appreciated sharing!Subbed
thank you, much appreciated
Love it! Thank you! Any thoughts on Vista Energy?
You're welcome. Probably massive potential for reasons I lay out with my friend @bowtiedmara but there are other great options with less unknowns. $EC and $PBR still represent incredible value for fully intergrated EM plays
Can we get an update on positions like BSM and CoolCo
sold both a while back: BSM just due to withholding tax. Coolco due to better opportunities elsewhere
Etoro link is dead
try this one mate : www.etoro.com/people/benjamindemasethanks for letting me know
Is this an LLP? If so it could have tax implications for non US investors.
It does I believe. check with your accountant
Don't know about you guys, but my broker withholds a ridiculous 37% on all distributions from this entity.
Are you in the US or overseas? Which Brokerage?
WOW...
@@BradMorgan247 Outside the US (Asia) but dealing tru a US bank (Citibank). Only for LLP's.
Non-US-Persons must forget about BSM or other Publicly Tradad Partnerships because it is disastrous tax-wise.
![[LIVE] : ONE ลุมพินี 91 | คู่เอก "คมอาวุธ vs อเล็กเซย์"](http://i.ytimg.com/vi/V0RkEfYFsgM/mqdefault.jpg)
Thoughtful calm analysis as always. I know this will do very well because your assumptions are so mild compared to what could actually happen.
Thanks. It's a wonderful business, incredible margin power. Rick has it as a 3
Excellent analysis. Appreciated sharing!
Subbed
thank you, much appreciated
Love it! Thank you!
Any thoughts on Vista Energy?
You're welcome. Probably massive potential for reasons I lay out with my friend @bowtiedmara but there are other great options with less unknowns. $EC and $PBR still represent incredible value for fully intergrated EM plays
Can we get an update on positions like BSM and CoolCo
sold both a while back: BSM just due to withholding tax. Coolco due to better opportunities elsewhere
Etoro link is dead
try this one mate : www.etoro.com/people/benjamindemase
thanks for letting me know
Is this an LLP? If so it could have tax implications for non US investors.
It does I believe. check with your accountant
Don't know about you guys, but my broker withholds a ridiculous 37% on all distributions from this entity.
Are you in the US or overseas? Which Brokerage?
WOW...
@@BradMorgan247 Outside the US (Asia) but dealing tru a US bank (Citibank). Only for LLP's.
Non-US-Persons must forget about BSM or other Publicly Tradad Partnerships because it is disastrous tax-wise.