Yet Another Value Blog

Yet Another Value Blog

One more (premium) MLP deal

Aug 25, 2022
∙ Paid

Probably the best under the radar space for event driven names this year has been MLP deals. I’ve successfully pitched two so far this year (SHLX in March 2022 and PBFX in July 2022); each got a nice bump in a reasonable timeframe and, on top of solid absolute returns, I think they both generated extremely nice risk-adjusted returns as the downside was reasonably low and the likelihood of a bump / the deal closing was high.

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Andrew Walker · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture