Archive - Perpetual Investing

Riley Exploration Permian, Inc.

I bought shares of REPX, an oil and gas E&P; in 2023 they produced ~18.6mboe/d, generated ~$375mn of revs & ~$70mn of fcf. EV is ~$900mn (MC ~$575mn…

Jun 11, 2024 •

Perpetual Investing

May 2024

Q1 24 Telco/Cable Update

An update on the telco/cable name I follow: Frontier, AT&T, T-Mobile, Charter, Comcast, Altice, and Cable One. It's a very interesting time in the…

May 13, 2024 •

Perpetual Investing

April 2024

Cable One: Footprint Density

A look at CABO's footprint, focusing on what type of locations have seen increased fiber overlap and digging into their famous competitive advantage…

Apr 23, 2024 •

Perpetual Investing

Q1 2024 Portfolio Update

Q1 portfolio update with current portfolio and updated IRR.

Apr 16, 2024 •

Perpetual Investing

Carnival Cruise Lines: 2025 & 2026 Cash Flow

Follow up to my cruise lines post. I think the market is overestimating the likelihood of demand cracking. If demand stays solid, there's potential for…

Apr 9, 2024 •

Perpetual Investing

March 2024

Cruise Lines: Not too Late to Jump Onboard

I own RCL & CCL on a sector bet. I think cruise lines grow earnings and reduce leverage as they take advantage of reduced new capacity over the next few…

Mar 25, 2024 •

Perpetual Investing

Q4 Telco Update

Updated thoughts on a few telco names after Q4 earnings: $fybr, $t, and $tmus.

Mar 2, 2024 •

Perpetual Investing

February 2024

Q4 Cableco Update

Some quick updated thoughts on cablecos after Q4 earnings. This post will provide updates on CHTR, CMCSA, CABO, and ATUS.

Feb 26, 2024 •

Perpetual Investing

FWA Part 3: Cableco Impact

Final part in my series on FWA. Given that I’ve historically written about Charter, I wanted to round out this series by looking at FWA through a cable…

Feb 2, 2024 •

Perpetual Investing

January 2024

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