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

Yet Another Value Podcast

CHAPTER

Investment preferences, lack of training for hedge fund analysts, and Valeris' call options on offshore assets

The chapter explores the speaker's preference for Valent and Rig, as well as the lack of training for hedge fund analysts in the past. It also discusses the founding of the Fundamental Edge Analyst Academy and questions Valeris' decision not to exercise call options on stranded new build assets at shipyards.

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