Judd Arnold, an expert in offshore energy, discusses the offshore energy cycle, recent energy deals, and identifying value chain opportunities. They also explore portfolio construction, analyzing costs in offshore energy, and investment strategy. In a lighter moment, Judd shares their search for more plush lion toys for their daughter.

Finance expert Judd Arnold shares a wild off-market deal involving TSA, US Government, patent litigation, and a 60+ year old inventor. They dissect legal battles, escalating damages, and government incompetence. A captivating mix of reality and fiction with holiday vibes.

Lake Cornelia Research's Judd Arnold discusses the MiX Telematics and Powerfleet merger, diving into reasons for interest, pushback on the bull case, switching costs, open vs. closed systems, management incentives and vision post-deal, thoughtful pushback on thesis, merger background, and reasons for publishing detailed notes.