# ![@100xCompounding Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1625692183234764804.png) @100xCompounding TheDailyCompounder

TheDailyCompounder posts on X about $soc, $rig, $val, $ne the most. They currently have [-----] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.

### Engagements: [-------] [#](/creator/twitter::1625692183234764804/interactions)
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### Mentions: [--] [#](/creator/twitter::1625692183234764804/posts_active)
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### Followers: [-----] [#](/creator/twitter::1625692183234764804/followers)
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### CreatorRank: [-------] [#](/creator/twitter::1625692183234764804/influencer_rank)
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### Social Influence

**Social category influence**
[finance](/list/finance)  35.25% [stocks](/list/stocks)  25.9% [cryptocurrencies](/list/cryptocurrencies)  #6438 [currencies](/list/currencies)  13.67% [countries](/list/countries)  5.76% [technology brands](/list/technology-brands)  4.32% [exchanges](/list/exchanges)  1.44% [celebrities](/list/celebrities)  1.44% [automotive brands](/list/automotive-brands)  0.72% [gaming](/list/gaming)  0.72%

**Social topic influence**
[$soc](/topic/$soc) #18, [$rig](/topic/$rig) #6, [$val](/topic/$val) #6, [$ne](/topic/$ne) #152, [$crc](/topic/$crc) #2, [$acic](/topic/$acic) #1, [in the](/topic/in-the) 11.51%, [soc](/topic/soc) 10.07%, [business](/topic/business) 10.07%, [$sdrl](/topic/$sdrl) #4

**Top accounts mentioned or mentioned by**
[@fishtowncap](/creator/undefined) [@foamontherunway](/creator/undefined) [@lsv2025](/creator/undefined) [@100xcompounding](/creator/undefined) [@lasse108](/creator/undefined) [@natgasturk](/creator/undefined) [@hkuppy](/creator/undefined) [@sfarringtonbkc](/creator/undefined) [@100xcompoundingnotep179290423r5vg84cutmmediumiosutmsourcenotesshareaction](/creator/undefined) [@tommyinnit](/creator/undefined) [@noonhillcapmgmt](/creator/undefined) [@secrollins](/creator/undefined) [@billackman](/creator/undefined) [@philmickelson](/creator/undefined) [@jasonstrom](/creator/undefined) [@jenvanlaar](/creator/undefined) [@energy](/creator/undefined) [@seawolfcap](/creator/undefined) [@cagovernor](/creator/undefined) [@mikeumbro](/creator/undefined)

**Top assets mentioned**
[Sable Offshore Corp. (SOC)](/topic/$soc) [Transocean LTD. (RIG)](/topic/$rig) [Validity (VAL)](/topic/$val) [Noble Corporation (NE)](/topic/$ne) [California Resources Corporation (CRC)](/topic/$crc) [Seadrill Limited (SDRL)](/topic/$sdrl) [Tidewater, Inc. (TDW)](/topic/$tdw) [Olin Corp. (OLN)](/topic/$oln) [Borr Drilling Limited (BORR)](/topic/$borr) [Westlake Chemical, Corp. (WLK)](/topic/$wlk) [Oxygen (OXY)](/topic/$oxy) [ArcelorMittal (MT)](/topic/$mt) [Cheeseball (CB)](/topic/$cb) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Valero Energy Corporation (VLO)](/topic/$vlo) [Lennar Corporation (LEN)](/topic/$len) [Kinsale Capital Group, Inc. (KNSL)](/topic/$knsl) [Exxon Mobil (XOM)](/topic/$xom) [Berkshire Hathaway Inc. (BRK.A)](/topic/$brka) [Convex Finance (CVX)](/topic/$cvx) [JOE (JOE)](/topic/$joe) [Mario Coin (COIN)](/topic/$coin) [Uber Technologies, Inc. (UBER)](/topic/$uber) [ARK Innovation ETF (ARKK)](/topic/$arkk)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$SOC Moving to appeals and oil still flows. State courts was always a tough arena to play in I think there was optimistic assumptions that the legal case for sable was so strong that they had a chance to win in state courts. Thats proved to be wrong not because of a weakness on the merits of sables case but for procedural purposes that were very much avoidable. Now we move to appeals where the odds improve though I dont know that we win in appeals. The base case has been federal courts and thats where I believe this heads. In the meantime Sables on ice but we still think the opportunity is"  
[X Link](https://x.com/100xCompounding/status/1943653140164686013)  2025-07-11T12:46Z [----] followers, [----] engagements


"The more I think about Nobles latest contract the more I think it was a great deal for them. $NE contracted a 6G ship for [--] months at $665K per day ($80M in total) for a rig they had openly discussed scrapping. While I think $VAL is the best choice in the space Noble is probably the best fleet management business in all of offshore drilling today"  
[X Link](https://x.com/100xCompounding/status/1947821762042859903)  2025-07-23T00:51Z [----] followers, [----] engagements


"$SOC 50K BOE/d (18.25M p/y) 85/15 cut (oil/nat gas) $65 Brent Crude $3.50 mmbtu nat gas $1.07B Revenue Estimated Opex $350M EBITDA $720M 6-8x EBITDA $4.32B - $5.76B m/c 100M Float $43 - $57 p/t"  
[X Link](https://x.com/100xCompounding/status/1965974157918707766)  2025-09-11T03:02Z [----] followers, 16.3K engagements


"$SOC "It turns out the price of Californias battle with oil both politically and at the pump may be too much for the governor and the state to bear.Now with two oil refineries expected to shut down over the next year the Democratic governor has halted his fight with the industry he accused of price gouging and targeted in two special legislative sessions.A Phillips [--] refinery in Wilmington is slated to close by the end of the year and a Valero facility in Benicia announced plans to shut down in April. The closures could reduce Californias in-state oil refining capacity by 20% setting off"  
[X Link](https://x.com/100xCompounding/status/1973391542946611211)  2025-10-01T14:16Z [----] followers, [----] engagements


"$SOC Over the last [--] to [--] years the California state excise tax on gasoline has increased by 253% the number of motor vehicles has grown by 38% and our population has increased by 24% Mische wrote. Meanwhile the number of refineries has declined by 56% in-state oil field production has fallen by 63% finished gasoline stocks have declined by 98% in-state daily refinery capacity has decreased by 36% average gasoline prices for all formulations have gone up by 253% and imports of non-U.S. foreign oil increased 712%"  
[X Link](https://x.com/100xCompounding/status/1974193217747694030)  2025-10-03T19:21Z [----] followers, [----] engagements


"$SOC Department of energy leader Chris Wright stepping up for Sable Only in California Newsom is blocking oil production off Californias coast from reaching their own refineries driving gasoline prices even higher for Californians Now this oil production will have to be shipped elsewhere lowering gas prices for other areas just not for Only in California Newsom is blocking oil production off Californias coast from reaching their own refineries driving gasoline prices even higher for Californians Now this oil production will have to be shipped elsewhere lowering gas prices for other areas just"  
[X Link](https://x.com/100xCompounding/status/1979354552794255604)  2025-10-18T01:11Z [----] followers, 12K engagements


"$OLN $WLK $OXY Olin Corporation Thesis is out What we cover: 1) Business history 2) Industry Consolidation 3) Balance Sheet 4) Valuation Enjoy https://open.substack.com/pub/100xcompounding/p/my-chemical-romance-olin-corporationr=5vg84c&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/100xcompounding/p/my-chemical-romance-olin-corporationr=5vg84c&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/100xCompounding/status/1990971074394116328)  2025-11-19T02:31Z [----] followers, [----] engagements


"$SOC $CRC Our final public update on Sable Offshore $SOC. In this piece we cover: 1) California's energy crisis 2) Sable's role in helping California Energy and the current state of things 3) Mea Culpa on what we got wrong to date on Sable Offshore"  
[X Link](https://x.com/100xCompounding/status/1995558615097508217)  2025-12-01T18:20Z [----] followers, [----] engagements


"Venezuela News is ultra bullish in my view for Offshore Guyana production. $RIG $VAL $NE $TDW"  
[X Link](https://x.com/100xCompounding/status/2007915697503080502)  2026-01-04T20:43Z [----] followers, [----] engagements


"$ACIC American Coastal is projecting $75M of GWP for the E&S initiative. Since the business has spun out the conversion from GWP to Net Income has average roughly 25%. At $75M * 25% Net Income pass through thats roughly $19M in added earnings which at 6x multiple adds $2.30 to the companies value. The E&S opportunity over a 3-5 year period is massive and the company is transforming before our eyes. When the story began it was a story of reducing ceded premiums and the MGA. The company continues to surprise to the upside and we can not be more excited about the next phase of growth for $ACIC"  
[X Link](https://x.com/100xCompounding/status/2014021768504033348)  2026-01-21T17:06Z [----] followers, [----] engagements


"$ACIC $KNSL $HRTG $UVE $CB While we pound the table on how great American Coastal management is and how strong the earnings power is for this business we think one opportunity that is being overlooked is how much value their investible assets can bring them. While the leverage in insurance firms is what makes them attractive American Coastal has investible assets to equity of 2.12x adding a nice boost to portfolio earnings should the company pursue this. We compare AmCo to a few other firms and what you will notice is MANY of these firms have assets of 2/1 the difference is that AmCo has a"  
[X Link](https://x.com/100xCompounding/status/2014052059591414105)  2026-01-21T19:06Z [----] followers, [----] engagements


"California Fuel Input Costs $SOC $CRC"  
[X Link](https://x.com/100xCompounding/status/2016228984707559557)  2026-01-27T19:17Z [----] followers, [----] engagements


"$SOC $CRC https://t.co/J8VDQkwOk9 https://t.co/J8VDQkwOk9"  
[X Link](https://x.com/100xCompounding/status/2017061934827266239)  2026-01-30T02:26Z [----] followers, [----] engagements


"$OLN Hard pressed to find a better investment in the Chemicals business than Olin at current prices I had a lot of fun making this lol $ASIX $HUN $LYB $DOW https://t.co/2Fq3OHU0Ox I had a lot of fun making this lol $ASIX $HUN $LYB $DOW https://t.co/2Fq3OHU0Ox"  
[X Link](https://x.com/100xCompounding/status/2018063450409197614)  2026-02-01T20:46Z [----] followers, 11K engagements


"The rotation is coming $XLE $SPY $QQQ BREAKING: US technology stocks drop sharply amid a mounting selloff in crypto and rising tensions between US and Iran: [--]. AMD $AMD: -17% [--]. Palantir $PLTR: -14% [--]. Micron $MU: -12% [--]. Broadcom $AVGO: -8% [--]. Nvidia $NVDA: -5% [--]. Tesla $TSLA: -5% [--]. Intel $INTC: -5% [--]. BREAKING: US technology stocks drop sharply amid a mounting selloff in crypto and rising tensions between US and Iran: [--]. AMD $AMD: -17% [--]. Palantir $PLTR: -14% [--]. Micron $MU: -12% [--]. Broadcom $AVGO: -8% [--]. Nvidia $NVDA: -5% [--]. Tesla $TSLA: -5% [--]. Intel $INTC: -5% 8"  
[X Link](https://x.com/100xCompounding/status/2019118588725195188)  2026-02-04T18:39Z [----] followers, [----] engagements


"There is a ticking time bomb in Commerical Real Estate and seems to be getting no where near the attention it deserves. We are putting together a piece on this for next week and think you will enjoy the insights Our interest outside of pure curiosity comes from the investment we have in $ACIC and thinking about property valuations https://twitter.com/i/web/status/2019148411891769826 https://twitter.com/i/web/status/2019148411891769826"  
[X Link](https://x.com/100xCompounding/status/2019148411891769826)  2026-02-04T20:37Z [----] followers, [----] engagements


"RIP the Commodity Super Cycle 2/4/2026 - 2/5/2026 $XLE #OOTT $XOM $TDW $RIG"  
[X Link](https://x.com/100xCompounding/status/2019434010418749900)  2026-02-05T15:32Z [----] followers, [----] engagements


"I need help deciding my next piece. Like for A Option Repost for B Option I have been thinking about two different ideas. A) The first is the commercial real estate crisis through the lense of the insurance industry. B) The other is on the inability to build data center at scale without the real economy - focusing on energy consumption steel inputs etc to build out the AI infrastructure that is being invested in so heavily today. If there is something other than these you think would be interesting please drop your thoughts below $MU $MT $BIR.TO $RRC $KRC $O $ACIC $CB $UVE $HRG"  
[X Link](https://x.com/100xCompounding/status/2019437806196490657)  2026-02-05T15:47Z [----] followers, [---] engagements


"If they do this here is the Commander and Chief for 2028-2032 New - [----] Presidential poll 🔵 Harris 34% 🔵 Newsom 20% 🔵 Shapiro 10% 🔵 Buttigieg 10% 🔵 AOC 7% 🔵 Booker 6% 🔵 Moore 3% Rasmussen #B - LV - 1/27 https://t.co/68J7RkxojH New - [----] Presidential poll 🔵 Harris 34% 🔵 Newsom 20% 🔵 Shapiro 10% 🔵 Buttigieg 10% 🔵 AOC 7% 🔵 Booker 6% 🔵 Moore 3% Rasmussen #B - LV - 1/27 https://t.co/68J7RkxojH"  
[X Link](https://x.com/100xCompounding/status/2019440153723343141)  2026-02-05T15:57Z [----] followers, [----] engagements


"Reading @hkuppy annual letter the one point that I found really interesting was his point on the Political class being incentivized and focused on avoiding the financial bubble bursting rather than actual GDP growth. The majority of our book is tied to the physical world and I think the thought exercise of do I participate in what is clearly "wanted" by the federal government or do I do what I believe to have strong structural tailwinds politics be damned In the 1970s Project Independence was being propped up by the Nixon Administration and the rig count in the US more than 4x'd. Anyone long"  
[X Link](https://x.com/100xCompounding/status/2019462918857687427)  2026-02-05T17:27Z [----] followers, [----] engagements


"Just as the market still doesnt understand how cash flow generative $NE has been on the back of renewed financial strength post chapter [--] and industry consolidation. The amount of cash this buisness is generating at this point in the cycle is amazing to see and is a proof of concept that consolidating refinancing industries with a critical service offering are compelling places to invest capital @FoamOnTheRunway I think it is going to take the market a while to fully digest just how bullish / transformational the $RIG / $VAL takeover is. Not just for newco $RIG - but for whole industry."  
[X Link](https://x.com/anyuser/status/2022372434205139330)  2026-02-13T18:08Z [----] followers, [----] engagements


"This When you can buy assets as cheaply as you are right now in oil services it can take time to play out and your annualized returns will be more than adequate when the turn happens $RIG $VAL $NE @SFarringtonBKC @100xCompounding The timing is impossible. You just need to be there when it happens. @SFarringtonBKC @100xCompounding The timing is impossible. You just need to be there when it happens"  
[X Link](https://x.com/100xCompounding/status/2005669682301591934)  2025-12-29T15:58Z [----] followers, [----] engagements


"$ACIC $HRTG Largest Cat Bond sponsors for 2025"  
[X Link](https://x.com/100xCompounding/status/2011125493744222493)  2026-01-13T17:17Z [----] followers, [----] engagements


"$TDW $RIG $VAL $NE $SDRL Welcome to EP. [--] of our management conversation series where we are attempting to put you in front of some of the best management teams we know. This week we welcome Tidewater CEO Quinton Kneen and Senior VP West Gotcher. In this conversation we cover Tidewater as a business what drives day rates financial considerations for vessel operations and much more In addition to the discussion we go over the topic on everyones mind - is M&A coming and when might we have more information on who the target is All of this and more in an hour of FREE content with a fantastic"  
[X Link](https://x.com/100xCompounding/status/2012220481873576193)  2026-01-16T17:48Z [----] followers, [----] engagements


"What management team should we speak to next for our management conference series Drop your tickers below if different from ours listed $RIG $ACIC $NE $MT Transocean (RIG) American Coastal (ACIC) Arcelor Mittal (MT) Noble (NE) Transocean (RIG) American Coastal (ACIC) Arcelor Mittal (MT) Noble (NE)"  
[X Link](https://x.com/100xCompounding/status/2013771762253586446)  2026-01-21T00:32Z [----] followers, [---] engagements


"$BORR We own a fair bit of Borr as we think the JU market is really interesting and presents a compelling supply/demand dynamic but as I have said for years and will continue to say THEY ARE GOING TO DO MORE M&A. I am not sure what I can do to get them to stop but its going to happen. Just when you think they have started to focus on balance sheet and stability they buy more JUs. This is a theme you can nearly guarantee to see through the years but what it does is makes it so they have to be dead on on timing of a cycle that has a tendency to move to the right. Just some food for thought."  
[X Link](https://x.com/100xCompounding/status/2014067867365282096)  2026-01-21T20:09Z [----] followers, [----] engagements


"$ACIC $UVE $KNSL $CB $HRTG American Coastal has been a core holding of ours since the spin off a few years ago. Since then tremendous progress has been made to recapitalize the firm and now a real pathway for growth exists in and outside of Florida. Check out our latest thoughts that cover the companies brand new business lines and valuation below https://open.substack.com/pub/100xcompounding/p/american-coastal-insurance-thesisr=5vg84c&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/100xCompounding/status/2014412613707563407)  2026-01-22T18:59Z [----] followers, [----] engagements


"$ACIC While the full thesis is pay walled we always enjoy posting our valuation for all to read and monitor overtime. Here is the AmCo valuation updated for [----] through [----] Key points: 1) Skyway MGA ramping to [----] policies in force at an average TIV of $100K * 35% combined 2) E&S is still a little unclear how it plays out but we assumed $75M in GWP with a 12% conversion from GWP to Net income vs a 25% historic conversion for the core insurance arm - we will update the valuation once it is clear what the ACES vs Co-Participation with AmRisc looks like"  
[X Link](https://x.com/100xCompounding/status/2014534517847925150)  2026-01-23T03:03Z [----] followers, [----] engagements


"$ACIC $HRTG $UVE $HCI We will be hosting American Coastal Insurance for Episode [--] of our Management Call Series on February 6th. As we did with EP [--] & [--] we will be posting here and on our substack free of charge for all to listen. Our goal is to put you in front of great management teams and open a line between our readers to these management teams that are willing to take the time to talk with a retail/family office type investor base. Stay tuned you are going to enjoy this one Here is our most up to date Valuation on the firm. https://twitter.com/i/web/status/2015861499508765058"  
[X Link](https://x.com/100xCompounding/status/2015861499508765058)  2026-01-26T18:56Z [----] followers, [----] engagements


"$ACIC $UVE $HRTG FL Commercial Policy Update"  
[X Link](https://x.com/100xCompounding/status/2016941789643428080)  2026-01-29T18:29Z [----] followers, [---] engagements


"We would like our stock thesis documents to be living documents that we can update overtime as new information comes in. $MT ArcelorMittal is one of our core portfolio holdings and returned 100%+ in the last twelve months. We are very happy with the performance but think that this is just the beginning. Please see our updated thoughts on the business and how we see things going in [----] including key markets internal financial targets debt structure and much more. One dynamic we update in depth is the dynamic of world production and China's decision to begin rationalizing production trends as"  
[X Link](https://x.com/100xCompounding/status/2018779013217505706)  2026-02-03T20:09Z [----] followers, [---] engagements


"$RIG Our transocean basis has a $2 handle and we couldnt be more pleased with our positioning for the offshore cycle ahead $RIG with another strong day (+7%) zooming out puts into perspective just how early we are in this cycle. Weve also seen some significant buying volume over the past months which is a great sign #offshore #oil https://t.co/8QJGFvvtlo $RIG with another strong day (+7%) zooming out puts into perspective just how early we are in this cycle. Weve also seen some significant buying volume over the past months which is a great sign #offshore #oil https://t.co/8QJGFvvtlo"  
[X Link](https://x.com/100xCompounding/status/2019195737331097731)  2026-02-04T23:45Z [----] followers, [----] engagements


"$OLN $WLK $OXY $BRK.A $LXU $NVGS Chemicals broadly have been catching a bid to start the year. We have three names in our portfolio that play on the chemical theme. Olin as the only merchant seller of Chloralkali in NA with pricing power and a strong balance sheet LSB industries on the Ag side of the house via Nitrogen chemical demand and Navigator Gas a gas tanker company operating with 35% market share and a fantastic management team. If anyone is interested here is the $OLN Olin thesis we put out a few months back"  
[X Link](https://x.com/100xCompounding/status/2019208408100921767)  2026-02-05T00:36Z [----] followers, [----] engagements


"$MT $CLF $X $NUE ArcelorMittal Earnings Notes On Growth Projects: $700M of EBITDA added in [----] on the back of growth projects with another $1.6B to be realized through [----] ($0.7B in [----] & $0.9B in 2027) - for [----] effects of Vega CMC 1GW renewables project in India and Liberian Iron Ore capacity expansion were the main drivers plus the consolidation of Calvert. [----] will see EBITDA uplift from 4.5mpta DRI feed plant in Serra Azul a continued expansion of Liberian Iron Ore production to 20mpta and the 400kt bar mill in Barra Mansa. [----] will see the effects of AMNS India expansion from the"  
[X Link](https://x.com/100xCompounding/status/2019432885799809511)  2026-02-05T15:28Z [----] followers, [---] engagements


"$ACIC $HRTG $UVE American Coastal CEO & CFO will be on our Management Call Series Episode [--] tomorrow We are excited to introduce you to this story and an amazing management team"  
[X Link](https://x.com/100xCompounding/status/2019470572028059720)  2026-02-05T17:57Z [----] followers, [---] engagements


"Oil services $TDW $RIG $NE $VAL $BORR GOLD is collapsing SILVER is collapsing BITCOIN is collapsing STOCKS are collapsing DOLLAR is collapsing EVERYTHING is collapsing So where the fck can we safely put our money GOLD is collapsing SILVER is collapsing BITCOIN is collapsing STOCKS are collapsing DOLLAR is collapsing EVERYTHING is collapsing So where the fck can we safely put our money"  
[X Link](https://x.com/100xCompounding/status/2019524225288003624)  2026-02-05T21:31Z [----] followers, [----] engagements


"Its not just small cap esoteric names that value will be found in this cycle. $MT Arcelor Mittal when we bought was a sub $24B market cap company and is the 2nd largest steel producer in the world ex China. Today we receive an 8% dividend yield for a company with effectively no debt highly cash flow generative and investing to double the bottom line via growth capex projects by [----]. It can be done in large cap or small cap or mid cap the question isnt size its price. $IWM $SPY $QQQ https://twitter.com/i/web/status/2019535395638104115 https://twitter.com/i/web/status/2019535395638104115"  
[X Link](https://x.com/100xCompounding/status/2019535395638104115)  2026-02-05T22:15Z [----] followers, [----] engagements


"$ACIC $UVE $HRTG $CB Enjoy our conversation with American Coastal Insurance CEO Brad Martz & CFO Lana Castle. In this conversation we talk about: 1) Founding of the Company 2) Company product Customers & Competitive Advantages 3) New Excess and Surplus Businesses 4) Skyway MGA business 5) Profitability of the Core insurance company 6) Reinsurance Stack 7) Importance of Reinsurance to AmCo 8) Valuation https://twitter.com/i/web/status/2019831838886314415 https://twitter.com/i/web/status/2019831838886314415"  
[X Link](https://x.com/100xCompounding/status/2019831838886314415)  2026-02-06T17:53Z [----] followers, [----] engagements


"$OLN $WLK $OXY Our takeaways from Olins [----] Performance - in this piece we look at the bigger picture of Olin focusing on cumulative cash generation and the financial position. We are not trading this business quarter to quarter and will leave that to a much smarter group of folks - in the meantime we own a great business recovering from a prolonged lull. Full thoughts below: https://open.substack.com/pub/100xcompounding/p/olin-corporation-q4-2025-full-yearr=5vg84c&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/100xCompounding/status/2019877006624665811)  2026-02-06T20:53Z [----] followers, [----] engagements


"@tommyinnit brings up a great point on the JUs - dont be shocked to see them offloaded at least partially to $BORR they have said these are the exact transactions they would like to be apart of to take non core JU assets from larger sales $VAL $SDRL $RIG $NE $RIG to acquire $VAL in all-stock transaction. Wow. I believe RIG is the most price-disciplined offshore driller; acquiring a less disciplined contract driller is positive for dayrates. VAL's 7G's a good fit for RIG. Question will be what RIG wants to do w/ the jackup rigs https://t.co/bhl14nsKyQ $RIG to acquire $VAL in all-stock"  
[X Link](https://x.com/100xCompounding/status/2020851783040434183)  2026-02-09T13:26Z [----] followers, [----] engagements


"$VLO Valero shut down its Benicia refinery incurring $1B+ in write downs to get out from under California state overreach on its O&G operators. As of 1/31 the refinery is officially shutdown and thermal readings show it as cold. $10+ gas prices are coming. $SOC $CRC $CVX https://californiaglobe.com/articles/valero-shut-down-benicia-refinery-jan-31st-ca-gas-prices-already-climbing/ https://twitter.com/i/web/status/2021011592985382935 https://californiaglobe.com/articles/valero-shut-down-benicia-refinery-jan-31st-ca-gas-prices-already-climbing/"  
[X Link](https://x.com/100xCompounding/status/2021011592985382935)  2026-02-10T00:01Z [----] followers, [----] engagements


"$OLN $FPH Olin & Five Point shares added today. Really attractive valuations for both businesses with five point in the midst of a massive transformation"  
[X Link](https://x.com/100xCompounding/status/2021032555039035599)  2026-02-10T01:24Z [----] followers, [----] engagements


"How do you plan to keep those hotels and stadium lights on with no oil and gas $SOC $CRC $CVX $VLO Super Bowl LX delivered $500M in economic impact to the Bay Area this week with 100000+ hotel room nights and events lighting up communities around the region. California has the fans the cities the infrastructure and the capacity to keep hosting the worlds biggest https://t.co/MUPevX80Qe Super Bowl LX delivered $500M in economic impact to the Bay Area this week with 100000+ hotel room nights and events lighting up communities around the region. California has the fans the cities the"  
[X Link](https://x.com/100xCompounding/status/2021217353187398047)  2026-02-10T13:39Z [----] followers, [----] engagements


"In episode [--] of our management call series rather than a public company CEO we hosted Gary Mishuris an investment professional with [--] years experience in public markets who in [----] started Silver Ring Value Partners and has a long history of beating the market. In addition to the fund Gary manages he runs a high value add Substack page and recently launched a paid product to help investment professionals on the behavioral and process components of their investment process. $BRK.A $BRK.B $SPY $QQQ https://twitter.com/i/web/status/2021254000738283924"  
[X Link](https://x.com/100xCompounding/status/2021254000738283924)  2026-02-10T16:04Z [----] followers, [---] engagements


"$RIG $VAL $NE $SDRL I have a fever and the only prescription is more backlog"  
[X Link](https://x.com/100xCompounding/status/2021611041105317894)  2026-02-11T15:43Z [----] followers, [----] engagements


"What stock was this guy invested in $SPY $QQQ $IWM"  
[X Link](https://x.com/100xCompounding/status/2021677403567702320)  2026-02-11T20:07Z [----] followers, [---] engagements


"$SOC California might be a good place to start 🚨Single. Largest. Deregulatory. Action. EVER.Incoming: TOMORROW 🚨Single. Largest. Deregulatory. Action. EVER.Incoming: TOMORROW"  
[X Link](https://x.com/anyuser/status/2021748166744301843)  2026-02-12T00:48Z [----] followers, [----] engagements


"@NoonHillCapMgmt Very good points - perhaps Im being naive. Im hoping for more color soon. This is really a business undergoing a major transformation on 2-3 major fronts. earnings power and quality are only getting better - forgive me but what do you mean by a rack rate"  
[X Link](https://x.com/100xCompounding/status/2021748598665343200)  2026-02-12T00:50Z [----] followers, [--] engagements


"@LSV2025 I visit Tampa annually in the spring"  
[X Link](https://x.com/100xCompounding/status/2022136755676492188)  2026-02-13T02:32Z [----] followers, [--] engagements


"@LSV2025 Absolutely and hey of course man - just trying to add my commentary in hopes it adds value to someone out there. Welcome to the world of commodities lol its a wild way to make money at times"  
[X Link](https://x.com/100xCompounding/status/2022141161163698557)  2026-02-13T02:49Z [----] followers, [--] engagements


"$OLN $WLK $OXY Comparing US based production to Asian ECU costs the first critical input is the price of electricity which accounts for roughly 50% of ECU cost. There are three main costs that include Electricity Variable costs and fixed overhead costs shown below"  
[X Link](https://x.com/100xCompounding/status/1991575226212323402)  2025-11-20T18:31Z [----] followers, [----] engagements


"$NE $BORR We covered this earlier last month about just how non core Noble sees their JU asset base I imagine these deals will continue. On the $BORR side we had a bad feeling they might use their newfound liquidity to buy more vessels. The deal was good $72M on what is $200-$250M of replacement cost for the high spec JUs is roughly $0.30/$1 the issue we have is when does the balance sheet improve When is management actually going to strengthen the companies financial position It seems like we are far from that which is why we like $RIG much better than Borr in the past and at current"  
[X Link](https://x.com/100xCompounding/status/1998224502174458194)  2025-12-09T02:53Z [----] followers, [----] engagements


"Feels like with the deal $BORR just did there is no wiggle room for the cycle to move out to the right at all. 2026-2027 need to be strong years of util. Normally I would comment but I dont want to offend the Borrites $BORR https://t.co/cbKLe5MirF Normally I would comment but I dont want to offend the Borrites $BORR https://t.co/cbKLe5MirF"  
[X Link](https://x.com/100xCompounding/status/1998876514520285498)  2025-12-10T22:04Z [----] followers, [----] engagements


"US Petrochemical market is competitively advantaged vs the rest of the world $OLN $WLK $OXY / $BRK.A Loss of oil flows to China possibly bullish chemicals Hard to maintain petrochemical exports if you can't get feedstock Loss of oil flows to China possibly bullish chemicals Hard to maintain petrochemical exports if you can't get feedstock"  
[X Link](https://x.com/100xCompounding/status/2007901481039720630)  2026-01-04T19:46Z [----] followers, [----] engagements


"Who has time to argue with boomer relatives about a potentially mischievous rabbit when $VAL and $RIG are merging Dont these people understand the long term implications on day rate $NE $SDRL $TDW Liberal TMZ poll: 67% of respondents (over a quarter-million votes) said Kid Rock's TPUSA show was better compared to 33% for Bad Bunny's official Super Bowl halftime show. 🫳🎤 https://t.co/7ZcT2KoQlQ Liberal TMZ poll: 67% of respondents (over a quarter-million votes) said Kid Rock's TPUSA show was better compared to 33% for Bad Bunny's official Super Bowl halftime show. 🫳🎤 https://t.co/7ZcT2KoQlQ"  
[X Link](https://x.com/100xCompounding/status/2020928644722692524)  2026-02-09T18:31Z [----] followers, [----] engagements


"$FPH Why does no one care about this Blue Owl deal Ultra positive for further development of the asset base"  
[X Link](https://x.com/100xCompounding/status/2021651588159615339)  2026-02-11T18:24Z [----] followers, [---] engagements


"$NE Noble Earnings tomorrow - anyone want to put our a flyer on Kalshi that they announce they are buying Seadrill $SDRL (satire)"  
[X Link](https://x.com/100xCompounding/status/2021658631402565767)  2026-02-11T18:52Z [----] followers, [----] engagements


"Thats fair - the funny part is Californias antics are part of the reason for $FPH pricing advantage. St Joe $JOE is somewhat similar in that its land development trading for large discount to assets but $FPH is doing much more interesting things with recent refi hearthstone acquisition management change etc https://twitter.com/i/web/status/2021938484110295205 https://twitter.com/i/web/status/2021938484110295205"  
[X Link](https://x.com/100xCompounding/status/2021938484110295205)  2026-02-12T13:24Z [----] followers, [---] engagements


"Companies are now reporting their earnings calls alongside subway surfer brain rot What the hell is happening $COIN An overview of our Q4 and full year [----] financial results. With something extra to keep you focused. https://t.co/LehRsH1Yjn An overview of our Q4 and full year [----] financial results. With something extra to keep you focused. https://t.co/LehRsH1Yjn"  
[X Link](https://x.com/anyuser/status/2022130464128135672)  2026-02-13T02:07Z [----] followers, [----] engagements


"$RIG $VAL $NE $SDRL Transocean acquiring Valaris was NOT on my bingo card. Holy crap"  
[X Link](https://x.com/100xCompounding/status/2020850735638884587)  2026-02-09T13:22Z [----] followers, [----] engagements


"@FishtownCap if $JOE did something similar to what $FPH has done it would be more interesting"  
[X Link](https://x.com/100xCompounding/status/2021960061766246574)  2026-02-12T14:50Z [----] followers, [--] engagements


"Year [--] of uneconomic corn is coming if something is not done in the interim. $LXU $IPI "Farm security is national security. When our farmland is threatened the welfare of our entire Nation is put on the line." -@SecRollins Watch LIVE ➡ https://t.co/VVUCgG8tQ8 https://t.co/ngbPqiLd0C "Farm security is national security. When our farmland is threatened the welfare of our entire Nation is put on the line." -@SecRollins Watch LIVE ➡ https://t.co/VVUCgG8tQ8 https://t.co/ngbPqiLd0C"  
[X Link](https://x.com/100xCompounding/status/2021632621231358214)  2026-02-11T17:09Z [----] followers, [----] engagements


"$RIG $VAL $NE $SDRL We are working hard to finish up our Offshore Deepwater resource with a website launch date coming soon. In the meantime we updated the new Transocean contract and consolidated Valaris and Transoceans fleet in the map - all the orange is RIG/VAL"  
[X Link](https://x.com/100xCompounding/status/2021637826517860711)  2026-02-11T17:29Z [----] followers, [----] engagements


"Is this hell JUST IN: NYC bar opens for people with "AI" partners dining tables optimized to dine with your AI companion. JUST IN: NYC bar opens for people with "AI" partners dining tables optimized to dine with your AI companion"  
[X Link](https://x.com/anyuser/status/2022126187284414642)  2026-02-13T01:50Z [----] followers, [----] engagements


"$FPH Five Point has $450M of Senior Notes due [----] with an 8.00% coupon. In addition they have a $217.5M undrawn RCF maturing in [----]. Cash on the balance sheet is $351M so roughly $99M of net debt. There is what I think of as subordinated debt via the TRA liability paid back to legacy partners that is a "drag" on FCF to equity holders. How would you think about this debt Would you simply know it was there and monitor that amount overtime or would you account for it in you leverage calculations This TRA structure is new to me so would be happy to hear others thoughts."  
[X Link](https://x.com/anyuser/status/2022342316623585463)  2026-02-13T16:09Z [----] followers, [---] engagements


"FYI Cathie Wood & $ARKK assume Robo-drilling from autonomous UDW & SemiSub equipment will reduce asset values in Rigs by 75% by [----] day rates will follow and Elon himself will be at the forefront of this innovation. $UBER Uber is said to be in talks to create an in-app on demand drillship ordering product as we speak. Thesis is dead. (satire) $TDW $RIG $VAL $SDRL $BORR Hard assets long overlooked by many investors cannot be disrupted by IA. https://t.co/6bF8M6a5AQ Hard assets long overlooked by many investors cannot be disrupted by IA. https://t.co/6bF8M6a5AQ"  
[X Link](https://x.com/anyuser/status/2021686892085858545)  2026-02-11T20:44Z [----] followers, [----] engagements


"@BillAckman is charging 2/20 to buy you the MAG7 in the most inflated large cap market in history. Incredible. $META Hedge-fund manager Bill Ackman likes Mark Zuckerbergs chances in the AI race with Pershing Square disclosing a roughly $2 billion stake in Meta https://t.co/bgdyDpBdz4 Hedge-fund manager Bill Ackman likes Mark Zuckerbergs chances in the AI race with Pershing Square disclosing a roughly $2 billion stake in Meta https://t.co/bgdyDpBdz4"  
[X Link](https://x.com/100xCompounding/status/2022011931645947942)  2026-02-12T18:16Z [----] followers, [----] engagements


"$NE $VAL $RIG $SDRL $TDW Lots of exciting updates in the world of Offshore Drilling. Noble reports earnings and Transocean x Valaris are merging. Our consolidated thoughts on both are below https://open.substack.com/pub/100xcompounding/p/noble-2025-earnings-and-transoceanr=5vg84c&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/100xcompounding/p/noble-2025-earnings-and-transoceanr=5vg84c&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/anyuser/status/2022037943544951210)  2026-02-12T19:59Z [----] followers, [----] engagements


"Interesting take here - I do think there is a shock coming that will probably show up in the unemployment data so long as the federal government still allows it to be released. The fed is a useless entity and has no power to begin with be it Covid inflation or the potentially harmful effects of AI. What I do feel confident in is AIs inability to distrupt physical/tangible industrys. I dont think OpenAI will be using the Haber Baush anytime soon. I dont think itll be providing electricity to Olin and Westlake for Electrolysis and it wont be drilling wells in the Buzios or manufacturing long"  
[X Link](https://x.com/anyuser/status/2022090140860957143)  2026-02-12T23:27Z [----] followers, [----] engagements


"@lasse108 Yes we own more $RIG than $NE but do own both"  
[X Link](https://x.com/anyuser/status/2022379011083579762)  2026-02-13T18:35Z [--] followers, [---] engagements


"I am not a technical analyst and wont pretend to be one. With that said it seems to me that when major structural forces are shifting and who the winners of the next [--] years are changing things like [--] year down trends are at least a flashing light that an inflection is underway. It is the same thing we are seeing in $COPX Copper $SLV silver $GLD gold and I believe if you truly let opportunity dictate where you hunt for value the old economy is ripe with opportunity. Transocean $RIG "Breakout of [--] year downtrend" Transocean $RIG "Breakout of [--] year downtrend""  
[X Link](https://x.com/anyuser/status/2022479840369107343)  2026-02-14T01:15Z [----] followers, 11.9K engagements


"$SOC $CRC Newsom and California have one solution to their energy crisis - Sable Offshore and the Santa Ynez Unit. In our most recent piece I break down the following: 1) Why High Energy Prices are a Choice in CA 2) Why Kern Counties [----] new wells will not cut it 3) Refining Capacity in the state and What It Means Long Term 4) Fire and Seismic Risk 5) Actionable Policy Solutions to Help Alleviate Cost to Produce 6) How Sable Oil via its Pipeline is the Only Tangible Options Left for California and Newsom's [----] Presidential Ambition I made a significant portion of this piece free for all to"  
[X Link](https://x.com/100xCompounding/status/1975582237065458025)  2025-10-07T15:21Z [----] followers, 99.1K engagements


"You need to get $SOC online then ASAP. Californias energy problems dont just affect California. They provide critical jet fuels to our military and also provide critical refining capacity to states like Arizona. The truth is Californias energy policy directly threatens US national security while it imports ever increasing amounts of foreign crude funding nations that are directly adversarial to the United States interests. President Trump and I are focused on running @ENERGY with the interests of the American people at the forefront. Our mission is to drive down the price of electricity for"  
[X Link](https://x.com/100xCompounding/status/1976301251408126301)  2025-10-09T14:58Z [----] followers, 64.9K engagements


"$SOC Company confirms Trump admin involvement and trump himself. And a nice quote from @Seawolfcap These federal assets will be extracted one way or another"  
[X Link](https://x.com/100xCompounding/status/1976393874072572206)  2025-10-09T21:06Z [----] followers, 129.8K engagements


"$SOC Continues to run the dual track. Despite what shorts keep hollering Plan B is a very real course of action that has been talked about for a very long time. They hope its not real. They think its a bluff and desperation. Meanwhile the Sec of Interior is directly supportive of Sables efforts and has an interest in increasing state wide energy production. These federal assets will be extracted period"  
[X Link](https://x.com/100xCompounding/status/1976616152559149085)  2025-10-10T11:49Z [----] followers, 13.5K engagements


"$RIG $VAL $NE Our thesis on Transocean is out In it we discuss: - History of offshore deep water rigs - Transocean's fleet - Balance sheet and deleveraging - Offshore Capex Trends - Capital Allocation - Unit Economics of a Vessel + Company Replacement cost Enjoy https://open.substack.com/pub/100xcompounding/p/deep-value-in-deep-waterr=5vg84c&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/100xcompounding/p/deep-value-in-deep-waterr=5vg84c&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/100xCompounding/status/1978169178302620079)  2025-10-14T18:40Z [----] followers, [----] engagements


"$SOC Awful week for the stock price no question. Another loss in court despite providing a better case. Individuals can decide for themselves why Anderle decided against the writ. Its important to note that restart of the pipeline is not effected by the decision. Now the thought process out there is that by the CCC winning on the 15th that this will stop the OFSM from approving. At the end of the day Gavin Newsom is the decision maker on a restart or not. If he wants the oil which I suspect he might he will green light the decision. He is on a clock though however. Once Sable has secured"  
[X Link](https://x.com/100xCompounding/status/1978965607640080810)  2025-10-16T23:25Z [----] followers, [----] engagements


"$SOC Its nice to know there is another set of folks out there that know the situation well are are adding"  
[X Link](https://x.com/100xCompounding/status/1979322463352672390)  2025-10-17T23:03Z [----] followers, [----] engagements


"$SOC The most insane part of all of this is if California gets out of their own way this pipeline could surge oil and begin first revenues at a moments notice. 20M annual barrels of oil production comes online just like that 20% of state production added. Millions afforded access to cheaper energy that is the critical input for increasing quality of life. I dont know that @CAgovernor or the state will do the right thing they certainly have a track record of lunacy with energy policy to date. These are federal assets that will in fact be developed. It can benefit the state tremendously or it"  
[X Link](https://x.com/100xCompounding/status/1979400182220370261)  2025-10-18T04:12Z [----] followers, 10K engagements


"The easiest position we own is $TDW with an average cost of $39-$40. This is a business thats going to generate its market cap in free cash flow in the next couple years and even in this down year will do $400M or a 16-17% FCF yield. Additionally and similar to what is happening with $FPH and $RIG hopefully soon is a restructuring not just of debt amounts but of terms. Tidewater is in a position now to meaningfully reduce the share count and debt. $TDW downgraded to HOLD by DNB (TP [--] from 69). https://t.co/gC6UwBK3SE $TDW downgraded to HOLD by DNB (TP [--] from 69). https://t.co/gC6UwBK3SE"  
[X Link](https://x.com/100xCompounding/status/1980461678065025113)  2025-10-21T02:30Z [----] followers, 22.3K engagements


"@MikeUmbro Link to our conversation with Mike $SOC $CRC https://open.substack.com/pub/100xcompounding/p/california-energy-catastropher=5vg84c&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/100xcompounding/p/california-energy-catastropher=5vg84c&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/100xCompounding/status/1980710932272803875)  2025-10-21T19:01Z [----] followers, [----] engagements


"$SOC $CRC Right now SB county is fighting to end permitting for O&G in the county. This would make air quality worse and beaches dirtier as pressures build. https://www.youtube.com/watchv=k7Dd7yGwyJk https://www.youtube.com/watchv=k7Dd7yGwyJk"  
[X Link](https://x.com/100xCompounding/status/1980720530593575138)  2025-10-21T19:39Z [----] followers, 19.2K engagements


"$BLDR $PHM $NVR $LEN Imbalances are plaguing the global economic system right now. In housing we have seen a tremendous fall off not just in home building broadly but specifically the 1400sqft and smaller "starter" type home since the GFC. More evidence of that in the latest report from Builder "New new orders among first-time buyers decreased 13% decreased 3% for move-up buyers but increased 7% among the builders active adult group. The value of net new orders in the period was $3.6 billion compared with $3.9 billion in the third quarter of last year.""  
[X Link](https://x.com/100xCompounding/status/1981429931205624001)  2025-10-23T18:38Z [----] followers, [---] engagements


"Projections from the NAR $PHM $BLDR $NVR $LEN"  
[X Link](https://x.com/100xCompounding/status/1981438522004275220)  2025-10-23T19:12Z [----] followers, [----] engagements


"In the meantime Trump admin is aligned with Sable and is actively working to give the project what it needs to succeed. $SOC $CRC @100xCompounding Option 1: approve the pipeline Option 2: OS&T for Sable plus new exploration up and down the coastline The master of leverage. @100xCompounding Option 1: approve the pipeline Option 2: OS&T for Sable plus new exploration up and down the coastline The master of leverage"  
[X Link](https://x.com/100xCompounding/status/1981508753070415979)  2025-10-23T23:51Z [----] followers, [----] engagements


"$SOC $CRC $VLO Valero to exit despite the efforts of the state. Its really simple - these guys need more volumes. Kern Counties 10-12 barrels per day on [----] wells (not even drilled just permitted) did not cut it. Our math says you need more like 4200-4500 DRILLED wells to even come close to meet state production goals of 125M annual barrels. As Ive said before - California deserves everything it has coming to it. https://twitter.com/i/web/status/1981702986905653507 https://twitter.com/i/web/status/1981702986905653507"  
[X Link](https://x.com/100xCompounding/status/1981702986905653507)  2025-10-24T12:43Z [----] followers, [----] engagements


"$SOC $CRC Sable Offshore Restart Plan & OS&T Valuation In this piece we go through: 1) Letter from OSFM 2) Sables Letter 3) Why we think the Denial was so Clunky 4) We Put a Value on the OS&T Route and walk Through Funding the Gap from Today - First Production https://open.substack.com/pub/100xcompounding/p/sable-offshore-restart-plan-and-osr=5vg84c&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/100xcompounding/p/sable-offshore-restart-plan-and-osr=5vg84c&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/100xCompounding/status/1982789149443629297)  2025-10-27T12:39Z [----] followers, [----] engagements


"$XOM $SOC $CRC ExxonMobil is suing California over two climate disclosure bills passed by Governor Newsom Exxon is claiming Senate Bill [---] and [---] violate first amendment rights. Is there any chance we think $XOM wont roll Sables paper forward if need be Get em Exxon In a complaint filed in the U.S. District Court for the Eastern District of California Exxon argued that Senate Bills [---] and [---] violate its First Amendment rights by compelling Exxon to "serve as a mouthpiece for ideas with which it disagrees" and asked the court to block the state of California from enforcing the laws."  
[X Link](https://x.com/100xCompounding/status/1983002139992494306)  2025-10-28T02:45Z [----] followers, [----] engagements


"$VAL Valaris with a good print. Free cash flow of $237M Bought back $75M of stock VAL [---] JU sold for $108M"  
[X Link](https://x.com/100xCompounding/status/1983646444088332631)  2025-10-29T21:25Z [----] followers, [----] engagements


"$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 Ao Nuevo basins and Partington basin off Big Sur. https://t.co/Nqrwrfbvgv https://t.co/4TnlfGSiXc 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 Ao Nuevo basins and Partington basin"  
[X Link](https://x.com/100xCompounding/status/1983994820374020568)  2025-10-30T20:30Z [----] followers, [----] engagements


"$SOC I need to address the elephant in the room - we are still long sable and havent sold a single share. Im sure that seems stupid to many of you and thats fine bring on the hate We still feel there is significant value in the name and that there is a real path to developing these assets. Its also important to note that Sable is a part of our portfolio not the whole thing. Its talked about a lot on FinTwit and people love reading about the drama but at the end of the day its a piece of our book not the whole thing. We are still very long and think that a notice of production in any form is"  
[X Link](https://x.com/100xCompounding/status/1985523999372152878)  2025-11-04T01:46Z [----] followers, 26.8K engagements


"$SOC Increasing domestic offshore oil and gas production in federal waters is critical to addressing the National Energy Emergency an Interior Department spokesperson wrote in an email last week. The Department continues to work closely with Sable on next steps"  
[X Link](https://x.com/100xCompounding/status/1986473768361828499)  2025-11-06T16:40Z [----] followers, [----] engagements


"$SOC $5.50 Private Placement to raise $250M Not sure who the participants were on the placement but someone obviously feels like this gets done still"  
[X Link](https://x.com/100xCompounding/status/1987879820798173616)  2025-11-10T13:47Z [----] followers, 14.3K engagements


"$SOC $CRC .@CAGovernor's radical green energy policies are not just hurting Californians. They are driving up average gas prices across the country Heres how.🧵 https://t.co/IFMisHiH4H .@CAGovernor's radical green energy policies are not just hurting Californians. They are driving up average gas prices across the country Heres how.🧵 https://t.co/IFMisHiH4H"  
[X Link](https://x.com/100xCompounding/status/1989439877528871032)  2025-11-14T21:06Z [----] followers, [----] engagements


"$SOC $CRC The most unoriginal take today is to hate on Sable with maybe only oil broadly being hated more. It is our belief that the federal government has an incentive to extract these barrels and by extension their revenues revenues that we are in no position to be turning away. It is still our belief that there is a pathway to federal government funding and eventual production. I understand that is not a popular view and if it ends up being wrong I will take my lumps and move on. What I won't do is blame exogenous events for what ultimately comes down to my judgement. Hiding behind a claim"  
[X Link](https://x.com/100xCompounding/status/1989445424881524972)  2025-11-14T21:28Z [----] followers, 24.4K engagements


"$TDW $RIG $NE $VAL $SDRL Why is everything offshore running today I cant find a lick of news that justifies the news"  
[X Link](https://x.com/100xCompounding/status/1996322345640923557)  2025-12-03T20:55Z [----] followers, 10.4K engagements


"Yes $RIG is the leader followed by $NE Noble and $VAL Valaris. $SDRL is another and rounds out the top [--] Transocean is debt pay down + pure play UDW $NE is the dividend paying clean balance sheet guy $VAL is a nice fleet + JU exposure too. Seadrill has some hair on it because of some regulatory snags and have been for sale for a long time but my guess is no buyer steps in until they clean that stuff up https://twitter.com/i/web/status/1996687058501345359 https://twitter.com/i/web/status/1996687058501345359"  
[X Link](https://x.com/100xCompounding/status/1996687058501345359)  2025-12-04T21:04Z [----] followers, [---] engagements


"Has anyone else done work on the Shuaa Capital purchases of Standford Marine or Allianz Marine If I understand it correctly Shuaa did $308M for Standford Marine for roughly [--] vessels so $10M a vessel. When I was reviewing the transaction for Allianz Marine I was seeing an LBO done at $160M for a [--] year term for [---] vessels (though I thought Allianz had over [---] at one point. If we assume the [---] vessels and $160M LBO figure you are talking about $1.4M a vessel (this was done in 2021/2022). Has anyone else done any work on these transactions $TDW $SMHI Maybe the vessels were old and crappy"  
[X Link](https://x.com/100xCompounding/status/2000630682708799792)  2025-12-15T18:14Z [----] followers, [----] engagements


"$SOC $CRC Our latest on how Paul Roberti (head of PHMSA) just brought Sables pipeline back into the fold. In this piece we cover: 1) What happened and what PHMSA letter means 2) A Thought on Valuation from here 3) Overview of the Letter itself 4) Additional readings for background/updates from the past https://open.substack.com/pub/100xcompounding/p/sable-offshore-seeks-and-wins-federalr=5vg84c&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/100xCompounding/status/2001712779170906226)  2025-12-18T17:54Z [----] followers, [----] engagements


"But if you admit this you are admitting climate change isnt ruining the state. @GavinNewsom and co wont like this much at all $SOC $CRC California is now officially drought free and state reservoir levels are at 119% of normal. The state could not be in much better shape. https://t.co/8YQF22EXyR California is now officially drought free and state reservoir levels are at 119% of normal. The state could not be in much better shape. https://t.co/8YQF22EXyR"  
[X Link](https://x.com/100xCompounding/status/2004960442519781564)  2025-12-27T16:59Z [----] followers, [----] engagements


"Maybe PHMSA and Trump can help this guy too $CRC $SOC NEW: California homeowner threatens to sue after state REFUSES to remove 550-pound bear living under his house Kenneth Johnson [--] says a massive male black bear moved into the crawl space of his $1.5 million Altadena home just before Thanksgiving The California Department of https://t.co/yEbd1qSKfX NEW: California homeowner threatens to sue after state REFUSES to remove 550-pound bear living under his house Kenneth Johnson [--] says a massive male black bear moved into the crawl space of his $1.5 million Altadena home just before"  
[X Link](https://x.com/100xCompounding/status/2006463988096446588)  2025-12-31T20:34Z [----] followers, [----] engagements


"@minarchis1 @mercoglianos Maybe Venezuela has some offshore assets to be developed wont know unless you get the US deep water guys and OSVs out there to explore"  
[X Link](https://x.com/100xCompounding/status/2007678560497250730)  2026-01-04T05:00Z [----] followers, [---] engagements


"$OLN Olin guide was pretty crappy but oh well The only time you get prices like these are when cathartic process take longer to play out than the market would like. The only guide they should do is 1) ECU value vs Europe and Asian ECUs 2) how many billions they will use for buybacks each year 3) MAYBE a net debt guide. Otherwise the guide is stupid for chemicals companies at this point in my view https://twitter.com/i/web/status/2009393088616346022 https://twitter.com/i/web/status/2009393088616346022"  
[X Link](https://x.com/100xCompounding/status/2009393088616346022)  2026-01-08T22:33Z [----] followers, [----] engagements


"$ACIC American Coastal renewed its AOP Cat agreement with the following terms: $95.6M of occurrence based limit excess of $10M - $10M in retention net of QS $11.4M of cost including reinstatement First event coverage $95.6M - $170.4M aggregate CAT Agg renewed as well - $40M of agg limit w/ $20M p/occurrence cap - $4.9M of cost https://twitter.com/i/web/status/2009661396334559660 https://twitter.com/i/web/status/2009661396334559660"  
[X Link](https://x.com/100xCompounding/status/2009661396334559660)  2026-01-09T16:19Z [----] followers, [----] engagements


"$ACIC American Coastal dividend hit the account today - for those wondering how the company thinks about dividends here is a snippet from their deck"  
[X Link](https://x.com/100xCompounding/status/2011151144836612304)  2026-01-13T18:59Z [----] followers, [----] engagements


"$ACIC American Coastal insurance just did they strategic update presentation (their first ever) and WOW. They announced the addition of a new business line in the Excess & Surplus (E&S) market called ACES and they announced a 6% share with AmRisc on their entire nationwide E&S book. Guided for EBIT of $85-$100M for [----] and $355-365M of revenues. Expecting $75M of GPW in the E&S market for [----] assuming a 3/1 start date. https://twitter.com/i/web/status/2011511776999817239 https://twitter.com/i/web/status/2011511776999817239"  
[X Link](https://x.com/100xCompounding/status/2011511776999817239)  2026-01-14T18:52Z [----] followers, [----] engagements


"$ACIC American Coastal Insurance Update https://x.com/i/spaces/1yNGabWXmnqJj https://x.com/i/spaces/1yNGabWXmnqJj"  
[X Link](https://x.com/100xCompounding/status/2011522358948041204)  2026-01-14T19:34Z [----] followers, [---] engagements


"$ACIC American Coastal insurance consistently beats its internal earnings targets and analyst estimates. YTD they have generated $80.2M in net income with analysts projecting $21M in Q4 earnings. Our estimates are that they are going to do $27 - 30M in earnings for the quarter. Our projection for equity for year end [----] was originally $315M or $6.45 p/s but the company currently assuming $0 in Q4 earnings sits at $6.71 or $327M of total equity. If the low end of our assumptions were to come true that company would post $354M of equity for the year end [----] or $7.26 p/s. Below is earnings"  
[X Link](https://x.com/100xCompounding/status/2011854210116034726)  2026-01-15T17:33Z [----] followers, [----] engagements


"Confirmed 11AMEST $ACIC will be joining the show for episode [--]. What questions do you have for Brad and Co $ACIC $HRTG $UVE $HCI We will be hosting American Coastal Insurance for Episode [--] of our Management Call Series on February 6th. As we did with EP [--] & [--] we will be posting here and on our substack free of charge for all to listen. Our goal is to put you in front of great https://t.co/4mhaRR2mIa $ACIC $HRTG $UVE $HCI We will be hosting American Coastal Insurance for Episode [--] of our Management Call Series on February 6th. As we did with EP [--] & [--] we will be posting here and on our substack"  
[X Link](https://x.com/100xCompounding/status/2016204066288787550)  2026-01-27T17:38Z [----] followers, [----] engagements


"$ACIC For those that havent seen this yet - the company is working hard to get their story out now that they are in a growth phase after years of capital build https://youtu.be/kgv9iec-qc8si=JMfXu54ExjRWF7kU https://youtu.be/kgv9iec-qc8si=JMfXu54ExjRWF7kU"  
[X Link](https://x.com/100xCompounding/status/2016635235413176441)  2026-01-28T22:11Z [----] followers, [----] engagements


"$ACIC American Coastal impresses yet again - as does many of the smaller P&C / Specialty Insurers like Intl General $IGIC We track AmCo closely and have owned the stock for a long time. We can not seem to get the earnings power right. In my [----] Earnings Estimates I had penciled out roughly $98M of earnings and the business is on track to do over $105M. Below is the modeled out valuation for $ACIC through [----] as well as our earnings estimate for Q4 [----] which we think will probably miss to the downside as the business continues to grind out exceptional earnings. If the company earned $0 for"  
[X Link](https://x.com/100xCompounding/status/1986550273763074145)  2025-11-06T21:44Z [----] followers, [----] engagements


"$RIG $VAL ❤ RIG finally found a good use of its share currency w/ the VAL merger. They accelerate deleveraging pulling forward shareholder returns and gain $150-$200mm of synergies. The industry's most disciplined driller absorbs a less disciplined playerpositive for dayrates (1) The all-stock structure solves RIG's balance sheet problem by absorbing VAL's low-leverage balance sheet (1x Net Leverage) accelerating Transocean's deleveraging to 2x by year-end [----]. This positions RIG to refinance its debt stack after the 2H26 closing into a more equity-friendly capital structure with reduced"  
[X Link](https://x.com/anyuser/status/2022658161182699715)  2026-02-14T13:04Z 13.5K followers, 13.3K engagements


"I am not a technical analyst and wont pretend to be one. With that said it seems to me that when major structural forces are shifting and who the winners of the next [--] years are changing things like [--] year down trends are at least a flashing light that an inflection is underway. It is the same thing we are seeing in $COPX Copper $SLV silver $GLD gold and I believe if you truly let opportunity dictate where you hunt for value the old economy is ripe with opportunity. Transocean $RIG "Breakout of [--] year downtrend" Transocean $RIG "Breakout of [--] year downtrend""  
[X Link](https://x.com/anyuser/status/2022479840369107343)  2026-02-14T01:15Z [----] followers, 11.9K engagements


"Just as the market still doesnt understand how cash flow generative $NE has been on the back of renewed financial strength post chapter [--] and industry consolidation. The amount of cash this buisness is generating at this point in the cycle is amazing to see and is a proof of concept that consolidating refinancing industries with a critical service offering are compelling places to invest capital @FoamOnTheRunway I think it is going to take the market a while to fully digest just how bullish / transformational the $RIG / $VAL takeover is. Not just for newco $RIG - but for whole industry."  
[X Link](https://x.com/anyuser/status/2022372434205139330)  2026-02-13T18:08Z [----] followers, [----] engagements


"@FoamOnTheRunway I think it is going to take the market a while to fully digest just how bullish / transformational the $RIG / $VAL takeover is. Not just for newco $RIG - but for whole industry"  
[X Link](https://x.com/anyuser/status/2021689304741756966)  2026-02-11T20:54Z [----] followers, 11.1K engagements


"$FPH Five Point has $450M of Senior Notes due [----] with an 8.00% coupon. In addition they have a $217.5M undrawn RCF maturing in [----]. Cash on the balance sheet is $351M so roughly $99M of net debt. There is what I think of as subordinated debt via the TRA liability paid back to legacy partners that is a "drag" on FCF to equity holders. How would you think about this debt Would you simply know it was there and monitor that amount overtime or would you account for it in you leverage calculations This TRA structure is new to me so would be happy to hear others thoughts."  
[X Link](https://x.com/anyuser/status/2022342316623585463)  2026-02-13T16:09Z [----] followers, [---] engagements


"Corporate governance and incentives play a critical role in outcome. $FPH Five Point though complicated in its structure does a nice job of ensuring alignment between public company owners and its legacy holders via Lennar $LEN and others. Example below and is in regard to Great Parks venture: "Five Points [--] votes (40% of the total) grant it "blocking rights." No major decision can be made without Five Points consent as the other members only control 60% of the vote. This deadlock potential forces a consensus-driven management style which can slow decision-making but protects minority"  
[X Link](https://x.com/anyuser/status/2022337117280456787)  2026-02-13T15:48Z [----] followers, [---] engagements


"I have [---] minutes of driving to do this weekend give my your suggestions on what I should listen to during my windshield time. Open to anything doesnt have to be investing centric but should be intellectually stimulating. Thank you in advance"  
[X Link](https://x.com/anyuser/status/2022328183476146384)  2026-02-13T15:13Z [----] followers, [---] engagements


"Zeckhauser says thinking in extremes is a good place to start when you are stuck on a problem. Here is the practice question he presents his students. Jim & Kelly are painting a room. Kelly would do it in [--] hours by herself. Jim would take [--] hours to do it himself. How long might it take if they did it together How might thinking in extremes help to rationalize this problem"  
[X Link](https://x.com/anyuser/status/2022298772659650693)  2026-02-13T13:16Z [----] followers, [---] engagements


"My next read. Always admired Zeckhauser and Munger spoke highly of his intellect and his analytical skill. So far its very well written and I cant put it down. We shall see if this holds the entire way through"  
[X Link](https://x.com/anyuser/status/2022137296066347209)  2026-02-13T02:34Z [----] followers, [---] engagements


"The problem for me is the liabilities.its the assets Lehman Brothers: $280 Billion in assets $260 Billion in liabilities Strategy: $50 Billion in assets $8 Billion in debt $900 million in annual liabilities Lehman Brothers: $280 Billion in assets $260 Billion in liabilities Strategy: $50 Billion in assets $8 Billion in debt $900 million in annual liabilities"  
[X Link](https://x.com/anyuser/status/2022131902053077227)  2026-02-13T02:13Z [----] followers, [----] engagements


"Lehman Brothers: $280 Billion in assets $260 Billion in liabilities Strategy: $50 Billion in assets $8 Billion in debt $900 million in annual liabilities well just roll it forward -Lehman Brothers August [--] [----] well just roll it forward -Lehman Brothers August [--] 2008"  
[X Link](https://x.com/mikewmunz/status/2022039392161067457)  2026-02-12T20:05Z [----] followers, 303.9K engagements


"Companies are now reporting their earnings calls alongside subway surfer brain rot What the hell is happening $COIN An overview of our Q4 and full year [----] financial results. With something extra to keep you focused. https://t.co/LehRsH1Yjn An overview of our Q4 and full year [----] financial results. With something extra to keep you focused. https://t.co/LehRsH1Yjn"  
[X Link](https://x.com/anyuser/status/2022130464128135672)  2026-02-13T02:07Z [----] followers, [----] engagements


"An overview of our Q4 and full year [----] financial results. With something extra to keep you focused"  
[X Link](https://x.com/anyuser/status/2022071447695634573)  2026-02-12T22:12Z 6.8M followers, 4M engagements


"Is this hell JUST IN: NYC bar opens for people with "AI" partners dining tables optimized to dine with your AI companion. JUST IN: NYC bar opens for people with "AI" partners dining tables optimized to dine with your AI companion"  
[X Link](https://x.com/anyuser/status/2022126187284414642)  2026-02-13T01:50Z [----] followers, [----] engagements


"JUST IN: NYC bar opens for people with "AI" partners dining tables optimized to dine with your AI companion"  
[X Link](https://x.com/anyuser/status/2022076481191768204)  2026-02-12T22:32Z 1.1M followers, 4.7M engagements


"We removed taxes on boat loans and your bearish $SPY $QQQ South Carolina's boating industry generates $6.5 BILLION in annual economic impact and supports 27100+ jobs statewide. We introduced the No Tax on Boat Loan Interest Act of [----]. If you can deduct interest on your car loan you should be able to deduct interest on your boat https://t.co/W4EQHUqpnN South Carolina's boating industry generates $6.5 BILLION in annual economic impact and supports 27100+ jobs statewide. We introduced the No Tax on Boat Loan Interest Act of [----]. If you can deduct interest on your car loan you should be able"  
[X Link](https://x.com/anyuser/status/2022090961556562372)  2026-02-12T23:30Z [----] followers, [----] engagements


"South Carolina's boating industry generates $6.5 BILLION in annual economic impact and supports 27100+ jobs statewide. We introduced the No Tax on Boat Loan Interest Act of [----]. If you can deduct interest on your car loan you should be able to deduct interest on your boat loan. We're saving you money. SOUTH CAROLINA STRONG. https://twitter.com/i/web/status/2021675672054177802 https://twitter.com/i/web/status/2021675672054177802"  
[X Link](https://x.com/anyuser/status/2021675672054177802)  2026-02-11T20:00Z 522.6K followers, 2.4M engagements


"Interesting take here - I do think there is a shock coming that will probably show up in the unemployment data so long as the federal government still allows it to be released. The fed is a useless entity and has no power to begin with be it Covid inflation or the potentially harmful effects of AI. What I do feel confident in is AIs inability to distrupt physical/tangible industrys. I dont think OpenAI will be using the Haber Baush anytime soon. I dont think itll be providing electricity to Olin and Westlake for Electrolysis and it wont be drilling wells in the Buzios or manufacturing long"  
[X Link](https://x.com/anyuser/status/2022090140860957143)  2026-02-12T23:27Z [----] followers, [----] engagements


"Remember during COVID when the market crashed because an event happened that the Fed didnt have tools to solve No one knew how many would die of germs. The world shut. It was unpredictable and confusing. Thats how the AI Losers are going to evolve. This is the first event in [--] years that the Fed literally has no tools for. No one knows how this plays out. How many millions of high-paying jobs will be eliminated No one knows. What we do know is that the Fed cannot help us not yet at least. So if there is no backstop theres no floor to many stocks. A repeat of COVID. Sell first sort it out"  
[X Link](https://x.com/anyuser/status/2022054971928182966)  2026-02-12T21:07Z 171.3K followers, 129.8K engagements


"$SOC $CRC Energy Dominance council working with Sable to get over the finish line"  
[X Link](https://x.com/anyuser/status/2022041565892686012)  2026-02-12T20:14Z [----] followers, [----] engagements


"$NE $VAL $RIG $SDRL $TDW Lots of exciting updates in the world of Offshore Drilling. Noble reports earnings and Transocean x Valaris are merging. Our consolidated thoughts on both are below https://open.substack.com/pub/100xcompounding/p/noble-2025-earnings-and-transoceanr=5vg84c&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/100xcompounding/p/noble-2025-earnings-and-transoceanr=5vg84c&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/anyuser/status/2022037943544951210)  2026-02-12T19:59Z [----] followers, [----] engagements


"After all this time. $XLE ENERGY ENTERS ROTATIONAL BULL MARKET BofA SAYS Bank of America says the energy sector is in a rotational bull market driven by a shift away from large-cap tech. The XLE ETF outperformed the S&P [---] by 13% in January. Analyst Kalei Akamine notes the market remains uneven: https://t.co/CSphE5zKpR ENERGY ENTERS ROTATIONAL BULL MARKET BofA SAYS Bank of America says the energy sector is in a rotational bull market driven by a shift away from large-cap tech. The XLE ETF outperformed the S&P [---] by 13% in January. Analyst Kalei Akamine notes the market remains uneven:"  
[X Link](https://x.com/anyuser/status/2022001121548722394)  2026-02-12T17:33Z [----] followers, [----] engagements


"ENERGY ENTERS ROTATIONAL BULL MARKET BofA SAYS Bank of America says the energy sector is in a rotational bull market driven by a shift away from large-cap tech. The XLE ETF outperformed the S&P [---] by 13% in January. Analyst Kalei Akamine notes the market remains uneven: global oil is oversupplied by [---] million b/d OPEC+ is pausing cuts and recent Brent gains are largely short-term Iran-related moves. WTI is expected to stay around $60/bbl with Venezuelan production declines supporting the outlook. BofA sees limited upside for large-cap energy names as valuations are tied to cash yields not"  
[X Link](https://x.com/anyuser/status/2021972329580916924)  2026-02-12T15:39Z 1.2M followers, 75.9K engagements


"$SOC California might be a good place to start 🚨Single. Largest. Deregulatory. Action. EVER.Incoming: TOMORROW 🚨Single. Largest. Deregulatory. Action. EVER.Incoming: TOMORROW"  
[X Link](https://x.com/anyuser/status/2021748166744301843)  2026-02-12T00:48Z [----] followers, [----] engagements


"🚨Single. Largest. Deregulatory. Action. EVER.Incoming: TOMORROW"  
[X Link](https://x.com/anyuser/status/2021710575642751166)  2026-02-11T22:18Z 257.2K followers, 868.1K engagements


"FYI Cathie Wood & $ARKK assume Robo-drilling from autonomous UDW & SemiSub equipment will reduce asset values in Rigs by 75% by [----] day rates will follow and Elon himself will be at the forefront of this innovation. $UBER Uber is said to be in talks to create an in-app on demand drillship ordering product as we speak. Thesis is dead. (satire) $TDW $RIG $VAL $SDRL $BORR Hard assets long overlooked by many investors cannot be disrupted by IA. https://t.co/6bF8M6a5AQ Hard assets long overlooked by many investors cannot be disrupted by IA. https://t.co/6bF8M6a5AQ"  
[X Link](https://x.com/anyuser/status/2021686892085858545)  2026-02-11T20:44Z [----] followers, [----] engagements


"Hard assets long overlooked by many investors cannot be disrupted by IA"  
[X Link](https://x.com/anyuser/status/2021662068383060473)  2026-02-11T19:06Z 16.3K followers, 47.8K engagements

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