5 thoughts on “Permian Peptalk

    • I agree, billion dollar fund managers should not be researching bot articles on google, or worse yet, discussing it in their commentary. I usually enjoy HK commentary, this time not so much. Lets hope the gang of 7 meetings are being held with maturity and civility for the best long term outcome of TPL.

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  1. I disagree. HK was pointing out the misleading investing information on TPL, so the mispricing is increasing. Also, I doubt the commentary took more than 90 seconds to produce.


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