Playback speed×Share postShare post at current timeShare from 0:000:00/0:00Preview6October Group CallAn Exclusive Call to Thank our Paid SubscribersThe Daily CompounderOct 28, 2025∙ Paid6ShareIn this roughly 40-minute discussion we go over the following topics:Olin & Noble Earnings Preview of Transocean & Valaris Earnings OSVs vs UDW Vessels (TDW vs RIG, VAL, NE)Borr Drilling, PEMEX & Luk…This post is for paid subscribersSubscribeAlready a paid subscriber? Sign inThe Daily CompounderSubscribeAuthorsThe Daily CompounderRecent PostsBeyond Cheap: Understanding True Value in Modern InvestingNov 5 • The Daily Compounder