Judd Arnold from Lake Cornelia Research Management on Offshore and Tidewater $TDW

1

Introduction

00:00 • 2min

2

Tidewater in the Offshore Space in General

01:36 • 4min

3

The Inverse of 2012 to 2014

05:14 • 3min

4

The TxU and the Supply Dynamic

08:31 • 4min

5

Offshore Investments

12:30 • 3min

6

Offshore Is a Snowball Going Down the Hill

16:00 • 2min

7

Offshore Oil

18:17 • 2min

8

Tidewater

20:42 • 2min

9

Oil Prices Can't Go to 40, So I'm Not Taking on Huge Leverage Risk

22:53 • 2min

10

Tidewater Versus of a Layer Is a Noble Transition

24:54 • 2min

11

Hedge Funds

26:55 • 3min

12

Is It a Super Cycle for Oil Prices Going to 40?

30:09 • 5min

13

The Supply Story Isn't Changing

34:45 • 4min

14

New Build Economics

38:18 • 4min

15

Is SPO on the Tobacco ESG?

42:13 • 2min

16

Spo

43:54 • 2min

17

Valuation in a Cyclic Industry

45:58 • 2min

18

Is the Mid Cycle Earnings Number a Multiple?

48:00 • 2min

19

I Don't Know My Bookends Are We're Cheap Here

50:08 • 2min

20

Is That a Scam?

52:22 • 2min

21

The Tide Water Chart Isn't Going to Go to Trader on People

54:38 • 5min

22

Oil Sector Rally 50 to 75% I'll Have All These Debates

59:28 • 2min

23

The OPEC Put Is There and You Don't Need It

01:01:12 • 3min