Operates liquefied natural gas export terminals and sells LNG under long-term contracts globally.Yahoo Finance ↗cheniere.com ↗
1 take · first discussed Mar 27, 2026
Every call, plotted at the price the day they made it.
The hosts' collective view on Cheniere Energy is limited to a single perspective: Friedberg is a medium-conviction bull, having recently purchased the stock. He argues the company is a well-run, durable business with high asset value and low obsolescence risk, bolstered by geopolitical tailwinds for LNG demand. He also sees it as resilient to AI-driven disruption, which he views as a key differentiator. No other hosts offered a view, so no agreement or disagreement can be noted.
Friedberg discloses he bought Cheniere Energy, citing it as a durable 'high asset, low obsolescence' business with strong fundamentals and geopolitical tailwinds, viewing LNG as resilient to AI disruption.
I just bought LNG, that Cheniere company... I checked it out. It's a great business. It's a really well-run business.”35:57