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Matt Warder's avatar

Mate this is an absolute banger.

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Hyperbolic Discounter's avatar

Reading this report was a tremendously enjoyable way to spend the evening. Great work.

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TraderN's avatar

@citrini @Citriniadmin any chance you can post the whole thing In substack so I can use the listen feature with a pdf I can’t listen to it where I tend to absorb the info better. Thanks

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Ryan Paschen's avatar

Is there another way to distribute the PDF's? Docsend and other filesharing sites are typically not allowed behind corporate firewalls. Cheers! Look forward to the read.

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Ringo's avatar

🎯

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ED's avatar

Dear Sirs, short clarification question: Item 12 [Contributed] Long Mobile Power Generation, company Select Energy Services (SEI), it is actually meant Solaris Energy Infrastructure? Solaris did acquire Mobile Energy Rentals. Thanks and Merry Christmas!

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laurelly's avatar

Great stuff. Thank you for all of this.

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Juniper Capital's avatar

Off topic, but the cover art is awesome. Did you use AI or did you hire someone?

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Tim's avatar

Ai

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stackedup's avatar

Ready to dig in, thx sir.

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