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4min chapter
Judd Arnold from Lake Cornelia Research Management on Offshore and Tidewater $TDW
Yet Another Value Podcast
Tidewater in the Offshore Space in General
Tidewater is a company that has gone bankrupt at least once, maybe twice in the past five years. The energy sector was thought to be dead for seven or eight years but it's alive and well now. Convex energy investing is all about convexity because you need to create really interesting risk rewards. Tidewater will see new builds like a 60 $70 million operation for an OSB drilling rigs deepwater rigs are now in billion dollar assets.
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