Venture Global dropped 7.3% to US$13.22 on Tuesday, even though the company just posted what it calls record quarterly results. For a stock that had been edging higher over the past month, that is a sharp reset in a single session.

The headline is simple: Venture Global produced US$4.6b in Q2 revenue and US$1.3b in net income, backed by US$2.5b of adjusted EBITDA and a higher full year EBITDA outlook. The market focused on the short term price shock. Long term investors will likely be more interested in what those cash flows and the new guidance say about the next phase of this liquefied natural gas exporter.

Looking at Venture Global and want stocks with similar cash generation but less price whiplash around earnings days, or maybe…