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GLNG - Why Golar LNG Is One Of The Best But Overlooked Compounder Opportunities
Golar LNG Limited
Today I have the pleasure to publish an interview with Gabriel Castro (GC), portfolio manager at a Spanish investment boutique called RSR Inversión & Patrimonios EAF, focused on Golar LNG Limited (GLNG) - a highly intricate company that has also been extremely punished by the market recently.
Gabriel has devoted hundreds of hours to analyze and follow the company and its industry in order to get a deep understanding on the different businesses it encompasses, the market perception regarding Golar’s valuation and why he disagrees with that, as well as the contextual macro