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Lake Cornelia's Judd Arnold provides his 2024 outlook on offshore drilling + activism

Yet Another Value Podcast

CHAPTER

Alignment with Board and Management, Bond Trading Status, Acquisitions and Asset Longevity

In this chapter, the hosts discuss the importance of having alignment with the board and management team, as well as the current trading status of a bond. They also analyze the opportunity for Tidewater to continue acquiring assets at attractive prices and the implications of asset longevity in offshore drilling. They touch on topics such as cost of capital, fair value, buybacks, and handling drawdowns in trading.

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