BULLISHSubstantive discussion · 3/5

Oil service sector offers multi-bagger potential

The guest argued that oil service and drilling companies are still trading very cheaply versus historical highs and offer potential for doubles and triples as activity and cash flow improve.

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The story so far

CONTESTED · 9 MENTIONS · 7 SHOWS

6 AUG 2025 — 31 JUL 2026 · 3W AGO

5 SUPPORT · 1 CHALLENGE · 2 REPEAT · 1 MENTIONED

6 AUG 2025 · FIRST HEARD
THE BUSINESS BREW
- Water disposal as a non-cyclical shale necessity
24 SEP 2025
BUSINESS BREAKDOWNS
- Permian water volumes grow even if oil flattens
15 OCT 2025
THE GRANT WILLIAMS PODCAST
- The guest argued that a potential Trump administration's goal of adding 2 million barrels per day of offshore production sets up a bullish dynamic for oil services companies.
5 FEB 2026
THE JULIA LA ROCHE SHOW
- Energy equities attractive on future supply deficit
9 APR 2026
PALISADES GOLD RADIO
- Energy service sector exposure needed
10 APR 2026
PALISADES GOLD RADIO
- Oil equities fairly valued, need a correction first
20 APR 2026 · CHALLENGES
ODD LOTS
- Oil service costs rise with crude, squeezing margins
29 JUL 2026 · 3W AGO
COMMODITY CULTURE
- Bullish setups in land rigs and pressure pumpers
31 JUL 2026 · 3W AGO
PALISADES GOLD RADIO
- Oil service sector offers multi-bagger potential · THIS IDEA

HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD