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Judd Arnold from Lake Cornelia Research Management on Offshore and Tidewater $TDW
Yet Another Value Podcast
Tidewater Versus of a Layer Is a Noble Transition
Tidewater is pretty much the only play or you could go do an offshore driller and your offshore drillers. The ones everybody looks at is it's really ballerous noble or if you want a lot of juice on the offside because they are levered. Valeris which is the best assets I would say. And it has the worst contracting position by far.
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