jerryJan 24, 20233 min readDue DilligenceA precursor to a Transocean ($RIG) write up - Part 1Let’s talk about oil before we talk about $RIG as without an outlook on the commodity itself, then our analysis will be largely useless.
jerryNov 16, 20226 min readDue DilligenceWhat does cheap really mean when it comes to stocks?At the time of writing the S&P500 is down 22% YTD with many thinking we are only about halfway through the pain. Considering the...
