The New Devon Energy, Triple Flag's Q1, & Updated Best Buys

We break down the bottleneck that caused Devon's fair value to drop, the 14.8% share buyback plan, and our latest "Best Buy" rankings.

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Investment Memo #131

May 12, 2026

Today, I break down the math behind the Coterra merger and the infrastructure bottlenecks that created our recent fair value dip for Devon Energy.

We’re looking at a massive 14.8% share buyback plan plus a record Q1 from Triple Flag and our updated ‘Best Buy’ list.