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Simon Lack and Henry Hoffman of SL Advisors consider inflation risks to investors and how to respond.
I’m traveling in Italy and am not so distracted by the cultural and culinary delights to have overlooked the news on NextDecade (NEXT). I’ve watched the subsequent stock price fall with disappointment. They lowered EBITDA guidance on Trains 1-5 from $1.1BN (midpoint of prior $0.9-1.3BN) to $1BN, starting in 2030. Distributable Cash Flow (DCF) is […]
SL Advisors Talks Markets
Simon Lack and Henry Hoffman of SL Advisors consider inflation risks to investors and how to respond.