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Judd Arnold Pt.2: Offshore (TDW, VAL, RIG), Pagaya (PGY), and Unseasoned Stocks

Value Hive Podcast

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The Importance of Liquidity in Investing

The stock went down for three weeks and did nothing after I wrote what I thought was an awesome memo. Tidewater much more illustrative than Pagaya, which is Tidewater. And that's really like whether you agree with me or not when I write a memo and like I'm wrong, probably is much or more than I'm right. Like I feel like I'm successful in that thing. It's sort of like soft activism,. if you will, of like shining a spotlight and people saying yes, this is interesting.

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