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@djlowe "It's funny how often you see things fall out of favor for whatever reason in commoditized sectors to the point ppl start making fun of mgmt/hating it so much. Then the stock significantly outperforms. $BKR $arc.to $tve.to all come to mind"
@djlowe on X 2025-07-24 14:55:36 UTC XXX followers, XXX engagements

"@cdnvaluestocks @LaughingH20Cap I'll say I'm VERY skeptical they're underwriting anywhere near real 15-20% ATIRRs on water pipes - not a particularly differentiated biz and we've seen water handling biz struggle elsewhere (look at $wttr). I believe the model kicks that out but doubt it happens in reality"
@djlowe on X 2025-07-23 16:29:12 UTC XXX followers, XXX engagements

"Cycle check in - $HAL was asked point blank when activity bottom and didn't identify a timeline It was in fact not a bottom X yrs ago when the drillers were calling it out lol assume since mgmt aren't putting timelines on it it must be close"
@djlowe on X 2025-07-22 15:03:09 UTC XXX followers, XXX engagements