I first interviewed Judd in April. Since then, the interview has become my most popular episode. This is partly due to Judd's acumen, deep knowledge on the subject matter, and my ability to shut up and listen.

The offshore energy thesis has played out as Judd described in April. And this episode is a great way to get up to speed if you want to learn more about it. I still think we're in the early innings of this offshore energy cycle.

If you'd like to learn more about Judd, DM him on Twitter ⁠@CorneliaLake⁠.

Finally, thanks to the following sponsors for making the podcast a reality!

Mitimco

This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns to support MIT's mission. To help the emerging manager community more broadly, they created ⁠emergingmanagers.org⁠, a website for emerging manager stockpickers.

I highly recommend the site for those looking to start a stock-picking fund or learn how others have done it. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers, and more!

Tegus

Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, all from those who know it best.

I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to ⁠tegus.co/valuehive⁠ for a free trial to see for yourself.

TIKR

TIKR is THE BEST resource for all stock market data, I use TIKR daily in my process, and I know you will too. Make sure to check them out at ⁠TIKR.com/hive⁠.

Capital Employed

If you are seeking new investing ideas make sure you subscribe to Capital Employed.

A newsletter that interviews small and microcap fund managers who share their best ideas.

They also publish a biweekly newsletter which features a curation of excellent stock pitches from renowned investors, both private and professional.

To receive this newsletter visit ⁠⁠www.capitalemployed.com⁠⁠.

Top of the Morning: CIO Strategy Snapshot - Start of the summer