Offshore Oil & Gas in 2026
An update on where we stand, and Why 2027-2028 Positive for Day Rate Momentum
The Daily Compounder
Investment Analyst. I study small cap stocks in left for dead industries with a deep value focus.
Latest episodes
The Launch: Willett Investment Partners
A Resource for Family Office & High Net Worth Individuals
Tidewater Thesis Clarity
Drilling Down on What Actually Matters in the Tidewater Investment Case
American Coastal Insurance Update Call w/ Management
A brief note of our takeaways from the call
American Coastal Insurance Q1 2026
A note on a high-quality compounder that is simply too cheap
Tidewater Q1 2026 Earnings
A Note on the King of Offshore Support Vessels
The Earnings Update + A Note on World Oil
Builders First Source & LSB Industries Q126 Earnings + Where is the New US Oil Supply?
The State of Housing & Builders First Source
Our thoughts on the current housing crisis and resulting investment themes
A Pulse Check on the K Shaped Economy: Bank Earnings
Q1 2026 Earnings Season is Underway, What Are Financials Telling Us?
Cracks in Credit
17 Year Long Bull Run in Credit is Coming to an End
Contrarian Commodity Opportunities & Where Risk is Most Present Today
Turning over stones in an already hated commodity complex + Where we see the largest pockets of risk today
Navigator Gas FY 2025 Results
A Core Holding Trading at a $0.60/$1
Sable Offshore, The Defense Production Act & California's Energy Death Spiral
How Sable Offshore's Pipeline is Back in Play & How it is Desperately needed
The Offshore Oligopoly: Weak Oil with Industry Strong Structure
Offshore break evens, long-cycle capital, and industry wide consolidation point to a strong decade ahead
Tidewater x Wilson Son's Ultratug Offshore Transaction
Tidewater Management Continues to Add Significant Value of Equity Owners
American Coastal (ACIC) FY 2025 Results
A Three-Year Financial Transformation Has Ended Leaving ACIC Positioned for Growth
Noble 2025 Earnings & Transocean x Valaris Merger
An Update on Offshore Energy Services
Management Call Series Ep.4
A Conversation with Silver Ring Value Partners CIO
Olin Corporation Q4 2025 / Full Year Results
Value First Continues to Boost Profitability
Management Call Series Ep. 3
A Conversation with American Coastal CEO & CFO