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HX Research's Enrique Abeyta on importance of power generation, power crisis + $TLNE thesis

Yet Another Value Podcast

CHAPTER

Analysis of Company Leverage, Cash Flow, and Financial System Quirk in Utilities Sector

Exploring the significant gap between a company's leverage target and current levels, alongside the unique challenge of substantial cash flow generation not meeting the target even with a full buyback. Insights on utilities, OTC markets, and the financial system quirk related to utility stocks, with a focus on the impending power cycle and historical stock performance.

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