SED Energy: The 40% Dividend. Signal or Noise?
SED Energy's proposed Ventura merger projects a 22% to 40% dividend yield, but idle tender barges, debt and repayments materially reduce distributable cash flow.
Tuesday, October 13, 2026
Back to today 
From X
Raging Capital Ventures on X
Trump’s new Press Secretary is married to a producer who has handled many films for $ANGX, probably not a coincidence.
Ian Bezek on X
@POVMexico Tulum Airport was only built in 2024 as an AMLO pet project, minimal market demand. The hippies can go back to flying through Cancun Airport as they should. $asr
Deep Sail Capital on X
$QBTS is still worth $5.2B or 325x revenues. They have $1.5/share of cash. 80% downside still.
Barbarian Capital on X
Sweetgreen’s Plan to Shed Its Expensive Salad Image $SG https://t.co/3IxCL40Caw
Barbarian Capital on X
Albertsons Pulls Full-Year Guidance, Plans Business Review $ACI https://t.co/FkxxQbgEQt
Barbarian Capital on X
Six Flags Closes Several Rides After Georgia Roller-Coaster Death $FUN stock did not like this https://t.co/JjSK2Xu12d
Edwin Dorsey on X
@jeremie0117 $DKNG and $SERV are my two favorite ideas!
Investor Letters
All letters- Asset Value Investors Ltd September 2026 VVVNF $1.6B
- Asset Value Investors Ltd Q3 2026 CHRY $388MENRG $353M
- Fenimore Asset Management Q3 2026 MBGL $5.3BNOVT $5.3B
- Diranko Capital Q3 2026 AT $572M
- Stone Sentinel Capital Q326 5515 $328M
- Hood River Capital Management Q3 2026 EOPSF $1.4BEQR $1B
- Mar Vista Investment Partners third quarter 2026 SARO $6.6B
- Kingdom Capital Advisors Q3 2026 EVC $598MMAGN $402M
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Shift4 trades at 6.5 times EBITDA despite 11% organic growth, with Shift4 Dine equipment leases reaching a $400 million run rate as…
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Robert J. Lake 2 clicksPublications we follow
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