$SOC 👀

I am a jazz and classical music lover with a mix of old country. But today, I will be enjoying an old classic. $SOC

We were made aware by a few of you with a mistake of about 10M shares outstanding - that has been updated and edited. Thank you for checking that and I think everyone will love the piece. $SOC

300+ subs in a weeks time. Thank you for the support! Doing stock research and writing these thesis is the work of my life, I love it. Appreciate all who have subscribed and follow the account on X. It’s been a lot of fun thus far!

$OLN Decent report from Olin. Demand improved across their chemical's segments. Epoxy business continues to struggle and on a pretax income perspective is by far the largest detractor. $223M of cash on the balance sheet Bought back stock, paid down debt, and spent $56M on

Jeff Lipsman Jim Xu

$VAL Valaris Call Notes Pipeline of Floater opportunities are converted to contracts and expect future awards in the coming quarters. 3/4 available drill ships contracted and DS16 extended ahead of what was supposed to be rolled off contract in mid 2026 and is now extended

$TDW Here is our Tidewater Q2 Earnings Commentary. We couldn't be happier with the results. In the piece, we talk about advances in liquidity and how it will be utilized to create additional value, the state of the market, and general commentary on results.

Side note, Tommy is one of the best follows you could have on X. Real and substantial industry knowledge and is a great writer. $TDW

$RIG $NE $VAL $SDRL Transocean Earnings Coverage -Enjoy! open.substack.com/pub/100xcompou…

$TDW

I happen to own both, but I get the sentiment. All else being equal $RIG had an incredible fleet and seems to be taking a different, and if they are right better contracting approach to the cycle. We are long both, and think both are increasingly attractive opportunities in the

Anyone wanting to understand the offshore energy services market would be interested in reading my most recent piece on FPSOs. We did this work as an aside to our investments in drilling and support vessel industries and it has added an enormous amount of conviction to the long

If you have not yet subscribed to the Substack go check it out. I have been busy publishing real time commentary on a number of our core positions. Noble $NE Stock Thesis is coming out August 26th for those interested! substack.com/@100xcompoundi…

$BORR Borr Drilling Q2 Earnings Commentary is LIVE! open.substack.com/pub/100xcompou…

$NE Noble Corporation full stock thesis will be released next Tuesday. It’s drafting nicely and I am excited how it’s coming together. In the meantime, check out our full bottoms up thesis on Valaris $VAL below! thedailycompounder.kit.com/929ff31ea1

$LEN Really interesting in how many major investors have been accumulating Lennar in the last few years. I have studied them through our involvement in $FPH Five Point and they seem to have a really great management team in place over there. Large caps can outperform in the

After Noble $NE stock thesis comes out next Tuesday, what is the next long form thesis you want to see in September? $NMM $BORR $WLK $GSY.CA

Is it true that Texas is proposing a law to cut property tax? Should we all move there🧐

$BORR it is. Coming next month!