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…Continue reading this post for free, courtesy of The Daily Compounder.Claim my free postOr purchase a paid subscription.The Daily CompounderSubscribeAuthorsThe Daily CompounderRecent PostsManagement Call Series Ep.4Feb 10 • The Daily CompounderManagement Call Series Ep. 3Feb 6 • The Daily CompounderManagement Call Series Ep. 2Jan 16 • The Daily CompounderManagement Call Series Ep. 1Jan 14 • The Daily CompounderMacro Matters: Combining Bottoms Up Stock Analysis with Macroeconomic DataDec 11, 2025 • The Daily CompounderBeyond Cheap: Understanding True Value in Modern InvestingNov 5, 2025 • The Daily Compounder