Letters by company

Pembina Pipeline CORP

1 letter discussing PBA. Everything written about it on this site is on its ticker page.

Avenue Investment Management Q3 2026 Quarterly Letter Canada’s shift toward national capitalism is framed as a response to a decade of weak capital formation, with accelerated permitting, a sovereign fund and tax changes intended to draw investment into strategic projects. Avenue favors energy-infrastructure operators that can fund capital spending and dividends from existing cash flow, while avoiding TC Energy and Enbridge over funding vulnerability. Q3 2026 —