Letters by company

Cheniere Energy, Inc.

1 letter discussing LNG. Everything written about it on this site is on its ticker page.

Horizon Kinetics 1st Quarter Commentary Horizon Kinetics argues that crowd-driven capital flows create durable discounts in royalty businesses, partnerships and other assets outside index mandates. It discusses recovery-stage positions in Hawaiian Electric and Cheniere, private mineral-rights investments, and senior CLO tranches as income sources with inflation protection and limited rate sensitivity. 1st Quarter 2026 AB $3.4BHE $2BLNG $57BMIAX $4.2B