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Which podcasts are discussing VAL?
4 ATTRIBUTED IDEAS · 4 EPISODES · 4 SHOWS
The shows
The Acquirers Podcast
The Julia La Roche Show
The Long View
Thoughtful Money
Where the discussion went deepest
5 MAY5 MAYTHE LONG VIEW · 22:00
Tidewater and Valaris: asset plays in a cyclical industry
“The case was made that Tidewater and Valaris were purchased at deep discounts to asset value during industry troughs, leading to massive returns as the industry consolidated and they became acquisition targets.”
Amit Wadhwaney: ’Buying Cheap Has a Number of Attractions’
In depth · 4/5Verify in source →
5 FEB5 FEBTHE ACQUIRERS PODCAST · 16:00
Offshore drillers as sensible picks-and-shovels
“The guest argued for owning energy services companies, specifically offshore drillers, as a way to get exposure to the energy cycle with less timing risk and better capital allocation oversight.”
Unemployed Value Degen on Abacus ($ABX), Newell Brands ($NWL) and Ramaco Resources ($METC)
In depth · 4/5Verify in source →
23 JUL3W AGOTHOUGHTFUL MONEY · 49:29
Global oilfield service sector supercycle
“Global oilfield service companies will benefit from massive deferred capital maintenance and international redevelopment efforts.”
Rick Rule: Oil Is Going Higher In Coming Years, Making Oil Stocks CHEAP Right Now
Substantive discussion · 3/5Verify in source →
21 JUL4W AGOTHE JULIA LA ROCHE SHOW · 41:57
Long energy, copper, and offshore services
“Cheap valuations in old-economy cyclicals like copper, uranium, energy, and oil services present favorable risk/reward profiles.”
#392 George Noble: The Liquidity Cycle Has Turned — Markets Face a "Wile E. Coyote Moment"
Substantive discussion · 3/5Verify in source →
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