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What the podcasts are saying about
SLB
In-depth coverage
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Mentions · 7d
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Mentions · 30d
9
Mentions · 90d
8
Episodes
Latest attributed ideas · most recent first
18 JULTHE GRANT WILLIAMS PODCAST · 08:45
Bullish outlook for oil services and offshore drilling
“The guest argued that oil services companies are poised to benefit from a major capital discipline cycle and a political push for offshore drilling.”
In depth · 4/5Verify in source →
17 JULTHE JULIA LA ROCHE SHOW · 09:00
Energy equities offer asymmetric risk-reward
“The guest argued that energy equities, particularly oil service companies, are highly attractive and offer a 'heads you win, tails you don't lose' asymmetric setup due to low valuation and structural underinvestment.”
In depth · 4/5Verify in source →
17 JULTHE POMP PODCAST · 07:30
Schlumberger as a dark horse AI play
“The guest argued that Schlumberger is a highly attractive, undervalued play at the intersection of AI and energy infrastructure.”
In depth · 4/5Verify in source →
16 JULTHE JULIA LA ROCHE SHOW · 07:40
Fiduciaries are actively derisking from tech
“The guest argued that passive indexing has left portfolios dangerously over-concentrated in highly valued tech stocks, prompting sophisticated financial advisers to reconstruct portfolios toward value.”
In depth · 4/5Verify in source →
16 JULTHE DERIVATIVE · 11:15
Oilfield services outperform overvalued Gulf Coast refiners
“The guest argued for a long position in oilfield services, specifically Schlumberger, paired with a short position in Gulf Coast refiners due to historically wide valuation discrepancies and diverging fundamentals.”
Core thesis · 5/5Verify in source →
16 JULTHE DERIVATIVE · 01:15
Venezuelan oil recovery is a long-term quagmire
“The thesis argued is that a rapid rebound in Venezuelan oil production is highly unlikely, making immediate bearish bets on crude prices or bullish bets on Gulf Coast refiners premature.”
Core thesis · 5/5Verify in source →
4 JULTHE JULIA LA ROCHE SHOW · 08:30
Energy sector poised for explosive catch-up trade
“The guest argued that the energy sector is severely under-owned at just 3% of the S&P 500, setting it up for an explosive, gold-like rally as investors scramble for exposure.”
Core thesis · 5/5Verify in source →
4 JULMACROVOICES · 04:10
Oil services as unappreciated AI plays
“The guest argued that oil services companies represent an overlooked way to play the artificial intelligence theme due to their asset control and optimization potential.”
Substantive discussion · 3/5Verify in source →
4 JULCOMMODITY CULTURE · 09:40
Modular DLE strategy de-risks Lithium Bank
“The company's executives argued that partnering with SLB for a modular direct lithium extraction (DLE) flow sheet significantly reduces capital expenditure and execution risks for their Boardwalk project.”
Core thesis · 5/5Verify in source →
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MENTIONS & DEPTH REFLECT PODCAST DISCUSSION VOLUME · NOT A RATING, FORECAST, OR RECOMMENDATION