The Case for Offshore Drilling

A Conversation with Porter Collins & Vincent Daniels

Last week I had the pleasure of going on “What Are We Doing - Contrarians at the Gate” to have a conversation about the merits of the offshore services investment case with Porter Collins and Vincent Daniels.

The conversation is framed as why oil services, why now, and what companies present the most compelling opportunity.

The discussion covers Transocean, Tidewater, Valaris, Noble, Borr Drilling, and Seadrill!

Go follow Porter (@SeaWolfCap) & Vinny (@VD718) over on X and check their WAWD Substack out!

Paid Subscribers can access the conversation below!