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Judd Arnold from Lake Cornelia Research Management on Offshore and Tidewater $TDW
Yet Another Value Podcast
The Inverse of 2012 to 2014
I mean it didn't blow up until when OPEC effectively stop defending price and you think about offshore versus onshore offshore is long cycle. And this was one offshore had sort of crescendo so you you right before the OPEC bust and shale. I mean you went a new build order book that was 30% of the existing fleet. We sat there and we're like okay, Buffett's buying 675 net gas it's actually not a bad trade. It makes you LBO which I guess I'm really dating myself.
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