$NVGS Navigator Investor Day

$NVGS $EPD Morgan’s Point Asset tour. White pipe in the 3rd photo is the 24 inch pipe that runs from Mont Belvieu

$TDW Tidewater Meeting was a success. Value oriented approach - walked away feeling great about the company and how it’s being managed.

This. $XLE

$NE Noble up next - looking forward to the conversation

$NE Training simulators in house at Nobles offices are truly something. Very cool to have access to as it’s just Nobles and Maersk that have these systems in Nobles case they can help their active fleet in real time with logistical concerns and can pre drill a well virtually

$TDW $NE $NVGS We had a fantastic time in Houston visiting with a number of companies we own and some we are interested in owning. The three I will run through in this post are Navigator Gas, Tidewater, and Noble. Navigator: The first thing I will say about Navigator is the

I realized I didn’t share the link to this so posting now! substack.com/@100xcompoundi… $LXU $IPI $MLP.V

Chinese stimulus and US stimulus work in very different ways. $BABA $BIDU $PDD We lay it out in a piece last month: substack.com/@100xcompoundi…

This too shall pass. If you are doing well and feel like you can’t miss - this too shall pass. If you feel like the world is against you and you can’t seem to get a win or get anything right, this too shall pass. The time to be critical of yourself and your process is when

Having a conversation this week with my friend Porter Collins and partner TFONE21 it seems like the bloom is off the rose in a lot of ways around tech in a slow/subtle way. It is undeniable that the sentiment has shifted from the tech bulls in my circle of contacts. Now, does that

$XLE

$SOC $CRC

$SOC $CRC The most unoriginal take today is to hate on Sable with maybe only oil broadly being hated more. It is our belief that the federal government has an incentive to extract these barrels and by extension their revenues, revenues that we are in no position to be turning

$BORR $VAL $NE Jackups are having a really interesting month and change. Time will tell if this leads to meaningful day rate expansion in the medium term but the calling back of vessels in ME is significant - PEMEX payments to Borr is also positive and payments to $TDW were