Hinds Howard

infrastructure PM @ CBRE Investment Management. For personal stuff, find me @dadlifting...not investment advice.

[Hinds Howard @MLPguy]

WEEK THOUGHTS: I DON’T THINK ABOUT YOU AT ALL… https://t.co/QZcjHTAEpB

[Hinds Howard @MLPguy]

Letting go of a value stock after it outperforms one rare day and you realize you shouldn’t be that excited…

like when Billy Heywood is pumped when his favorite player Jerry gets a seeing eye single and realizes he’s gotten too wrapped up emotionally…

[Hinds Howard @MLPguy]

@johnshearson1 @suicideblond Oh man, he’s gone? Probably got a job in a better sector?

[Hinds Howard @MLPguy]

VG is the Nico Harrison of the midstream space… as the market starts to understand “the vision” of the company that depended on legal outcomes and surprise war

[Hinds Howard @MLPguy]

@BlueFlameBlues Few… but I laughed

[Hinds Howard @MLPguy]

WMB announced big new project.

Analyst asks: how does the shadow backlog replace that project that just went into execution?

Chad at WMB: chill on me dawg

[Hinds Howard @MLPguy]

WEEK THOUGHTS: BUY THE NEWS… https://t.co/vr4Ddy7Lst

[Hinds Howard @MLPguy]

Good day to take a long walk during lunch and listen to @lhamtil podcast on rails, rather than watch CNI get slammed by positioning into quarter…

[Hinds Howard @MLPguy]

@HighyieldHarry @Buyside_Hub I enjoy sharing portfolio positioning and having Claude confirm how smart my rationale is

[Hinds Howard @MLPguy]

@willis_cap

[Hinds Howard @MLPguy]

Never before have I heard so many analysts talking about how cheap things are on EBITDA 4 years from now…are we really that comfortable with midstream numbers in 2030? Maybe we are, I’m just asking questions here…

[Hinds Howard @MLPguy]

@HalkingT Maybe nothing, maybe tech companies run out of money or appetite to build data center, maybe local opposition to data centers, maybe new technology that reduces power center demand…I think it would be more certain if you had all the projects you need today to hit 2030 numbers

[Hinds Howard @MLPguy]

Which midstream management team does this bring to mind for you?

[Prepared Remarks @P_Remarks]

When you ask a management team about their conservative guidance in a small group meeting & they give MNPI w/out saying words

[Hinds Howard @MLPguy]

WEEK THOUGHTS: A CEASE DIVIDEND… https://t.co/fKfPJZLwOJ

[Hinds Howard @MLPguy]

WEEK THOUGHTS: MARKET HOPED, MIDSTREAM FADED… https://t.co/0Zq2xUfzsE

[Hinds Howard @MLPguy]

WEEK THOUGHTS: SHUFFLING TOWARDS RESOLUTION… https://t.co/4mFD3c5Pba

[Hinds Howard @MLPguy]

@ManchesterUtd81 Any chance it’s an attack? Or accidente?

[Hinds Howard @MLPguy]

This was a great tweet

[Dan Pickering @pickeringenergy]

Saw front month WTI trade $111 briefly at the Sunday night open. What’s crazy is that sentiment is fully in charge and it could just as easily be $151 on the open in a few days. Or $81. Don’t fall in love with any particular price. #EFT #OOTT

[Hinds Howard @MLPguy]

WEEK THOUGHTS: AND I RAN…TO MIDSTREAM…https://t.co/qNDLx3i3uO

[Hinds Howard @MLPguy]

@johnshearson1 Seems totally made up