TheDailyCompounder
@100xCompounding
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Value Analyst Providing Outside Idea Generation & Research Services. Access Free Research: https://t.co/5GcJfaSFYw
Joined February 2023
Surest sign the stocks about to rip is an HB hit piece $SOC
Oh is this what happened with $SOC Yeah hunterbrook articles always have flow right before
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California’s Oil and Gas Policies: A ‘Clear and Present Threat to National Security’ California’s self-inflicted gas crisis is a direct threat to U.S. military force readiness on the West Coast. @CaliforniaGlobe
https://t.co/KFSkj2PjSz
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Great take and we agree. It comes from the belief that things can be “better” and in the pursuit of improving one’s own lot and that of your family you end up back in the place where those values came from to begin with. A reversal back to core family values and Christian
Perhaps my most contrarian take right now is that within the next decade or so the West will see a major resurgence of family values and the ushering in of a new baby boom.
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I thought I’d never see the day, a Santa Barbara resident that DOESNT want $10 per gal gas?! $SOC $CRC
@MikeUmbro @100xCompounding I LIVE IN SANTA BARBARA AND I APPROVE THIS MESSAGE
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The 1% in New York listening to Mamdani talking about increasing their taxes to fund free public transit and public housing complexes @ZohranKMamdani
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$SOC There are 3 potential options for this $12.7B figure 1) it was a typo and it meant to be $1.2 - $1.7B (difference in buying vs leasing FPSO) 2) it’s bullshit fed to him by someone adversarial to sables cause 3) Trump Admin and DOE are cooking something much bigger up
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https://t.co/ToMb5Jdxxz Lets chat about Gold! $GLD $GDX $GDXJ
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$SOC $CRC Follow the bread crumbs. Things are heating up.
Leaked documents detail Trump plans to open up offshore oil and gas development.. BOEM maps suggest this could include a large swath of the Monterey Bay National Marine Sanctuary, including the Bodega and Año Nuevo basins, and Partington basin off Big Sur. https://t.co/Nqrwrfbvgv
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One of the best way to understand the nuances of industry down turns is to talk to someone who lived it. That is exactly what we did. Our latest post is an interview with a UDW industry expert who worked for $RIG through the last depression in the UDW market. Read more
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$LXU $RIG $VAL Earnings reaction
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$BORR Well, that was fast. This likely means Borr will be able to recontract Odin and Hild. This plus PEMEX repayments make Mexico a really interesting market - a market, I will add that accounts for 30%~ of Borrs top line.
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TOKYO GAS ABANDONS RENEWABLE ENERGY TARGETS, SHIFTS FOCUS TO INVEST IN U.S. SHALE GAS — NIKKEI
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Brookfield CEO on CNBC just now: “AI data centers are NOT a bubble. We are not building enough data centers. We aren’t building half of what we can. You can’t build enough”
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POWELL: THIS IS DIFFERENT FROM DOT-COM ERA POWELL: THERE WAS A CLEAR BUBBLE BACK THEN
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https://t.co/nbLbVWZz2m Our $VAL thesis was one of the first ones we published. Enjoy this in conjunction with the companies earnings print and call tomorrow!
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