Natural gas pipelines in America have two new tailwinds: increased export to Europe and supply to AI data centers, plus they yield 7-8% dividend with robust, well-covered earnings, making them likely to return 12%+ annually with these new tailwinds even if baseline returns were only adequate.
factualpending
Speaker
DavidEvidence Quote
“natural gas pipelines... two new tailwinds in America because they're going to export more gas to Europe and they're going to supply more power plants to AI data centers... they're yielding like a 7 8% dividend and uh those are robust earnings... if you have any sort of new tailwind on top of that... more like a 12% return.”
Source
This Ex-Poker Pro Built a Hedge Fund by Betting Against Beta – David Orr on Asymmetric Bets— Odds on OpenCreated: 8/12/2026, 6:42:53 PM
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