Selected Reads

Smartkarma

Equity Bottom-Up

Brian Finn, CIO of Findell Capital Management, is back on Yet Another Value Podcast in the quickest turnaround in the show's history, and for good reason. Following earnings calls from $CUTR (idea recently discussed with Vince Martin, link below) and $OPRT (idea discussed on Brian's first appearance, link below), there was a ton information to dissect. Link to last podcast on $CUTR: https://youtu.be/LVqVzbAohus Link to last podcast on $OPRT: https://youtu.be/xoxdSl3FwOk Findell Capital…

Judd Arnold discusses how the offshore place is at an inflection point and why he thinks Tidewater (TDW) is the best way to lay it. Judd's initial piece on TDW: https://drive.google.com/file/d/1cKYzHg62bamDQa620NZcmn_af0A0xTfT/view Judd's TDW space: https://twitter.com/CorneliaLake/status/1600172923355922434?s=20&amp;t=_Q2xMKdTTh1Lhlp-HeRD3w Chapters 0:00 Intro 2:30 What's interesting about offshore right now? 5:50 Comparing today's cycle to 2012-2014 10:00 TDW's replacement cost and why new build…

The management team from Tidewater Offshore (TDW) comes on the podcast to discuss Tidewater and why we could be at an inflection point for the offshore space. TDW's investor relations page (with investor deck): https://investor.tdw.com/overview/default.aspx December OSV market report (from seabrokers): https://www.seabrokers.no/wp-content/uploads/SEABREEZE_December.pdf Chapters 0:00 Intro 2:50 What's different in the current cycle? 8:00 Why supply is so limited in offshore 13:10 What is TDW…

United States

Tidewater Inc. provides offshore supply vessels and marine support services to the offshore energy exploration, development, and production industry. The Company tows and anchor-handles mobile drilling rigs and equipment, transports supplies and personnel, and supports pipe laying and other offshore construction activities.

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