Hey Guys! This week we have Judd Arnold as a returning guest. Judd discusses why Tidewater is the best energy stock at the moment. He explores offshore opportunities, like VAL, RIG, and NE. Judd highlights the importance of liquidity and provides insights on finding post-bankruptcy ideas. He also mentions Pagaya (PGY) as an interesting company and shares additional investment ideas.

[0:00] Why Tidewater is the best?
[10:00] You are long CAPEX, not price.
[15:00] Sub Sea 7
[25:00] Offshore opportunities ($VAL $RIG $NE)
[30:00] Liquidity is King
[40:00] Finding Post Bankruptcy Ideas
[55:00] Pagaya $PGY
[1:20:00] Other Ideas

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Judd Arnold Pt.2: Offshore (TDW, VAL, RIG), Pagaya (PGY), and Unseasoned Stocks

Value Hive Podcast