#  @100xCompounding TheDailyCompounder TheDailyCompounder posts on X about $rig, $ne, $val, business the most. They currently have [-----] followers and [--] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1625692183234764804/interactions)  - [--] Week [------] +74% - [--] Month [-------] -52% - [--] Months [---------] +88% - [--] Year [---------] +571% ### Mentions: [--] [#](/creator/twitter::1625692183234764804/posts_active)  - [--] Month [---] -35% - [--] Months [---] +69% - [--] Year [-----] +217% ### Followers: [-----] [#](/creator/twitter::1625692183234764804/followers)  - [--] Week [-----] +0.61% - [--] Month [-----] +1.30% - [--] Months [-----] +42% - [--] Year [-----] +125% ### CreatorRank: [-------] [#](/creator/twitter::1625692183234764804/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 29.31% [cryptocurrencies](/list/cryptocurrencies) #4511 [finance](/list/finance) 24.14% [countries](/list/countries) 6.9% [technology brands](/list/technology-brands) 3.45% [currencies](/list/currencies) 3.45% [automotive brands](/list/automotive-brands) 1.72% [celebrities](/list/celebrities) 1.72% **Social topic influence** [$rig](/topic/$rig) #5, [$ne](/topic/$ne) #115, [$val](/topic/$val) #1, [business](/topic/business) 13.79%, [$acic](/topic/$acic) #2, [$sdrl](/topic/$sdrl) #1, [$soc](/topic/$soc) #2, [$tdw](/topic/$tdw) #4, [we are](/topic/we-are) 10.34%, [$hrtg](/topic/$hrtg) #1 **Top accounts mentioned or mentioned by** [@emoneyyoutube](/creator/undefined) [@sfarringtonbkc](/creator/undefined) [@auroraintel](/creator/undefined) [@natsecjeff](/creator/undefined) [@hkuppy](/creator/undefined) [@tommyinnit](/creator/undefined) [@100xcompoundingnotep179290423r5vg84cutmmediumiosutmsourcenotesshareaction](/creator/undefined) [@dasexperiment3](/creator/undefined) [@rickhol34475697](/creator/undefined) [@marketprophit](/creator/undefined) [@wiltshirecap](/creator/undefined) [@gursharnx](/creator/undefined) [@futviewer45](/creator/undefined) [@richfidei](/creator/undefined) [@jsmith8286](/creator/undefined) [@walststocker](/creator/undefined) **Top assets mentioned** [Transocean LTD. (RIG)](/topic/$rig) [Noble Corporation (NE)](/topic/$ne) [Validity (VAL)](/topic/$val) [Seadrill Limited (SDRL)](/topic/$sdrl) [Sable Offshore Corp. (SOC)](/topic/$soc) [Tidewater, Inc. (TDW)](/topic/$tdw) [Olin Corp. (OLN)](/topic/$oln) [ArcelorMittal (MT)](/topic/$mt) [Borr Drilling Limited (BORR)](/topic/$borr) [Westlake Chemical, Corp. (WLK)](/topic/$wlk) [Oxygen (OXY)](/topic/$oxy) [Cheeseball (CB)](/topic/$cb) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Valero Energy Corporation (VLO)](/topic/$vlo) [California Resources Corporation (CRC)](/topic/$crc) [Convex Finance (CVX)](/topic/$cvx) [Cleveland-Cliffs, Inc. (CLF)](/topic/$clf) [Nucor, Corp. (NUE)](/topic/$nue) [Kinsale Capital Group, Inc. (KNSL)](/topic/$knsl) [AdvanSix Inc. (ASIX)](/topic/$asix) [Huntsman Corporation (HUN)](/topic/$hun) [LyondellBasell Industries NV (LYB)](/topic/$lyb) [Dow Inc (DOW)](/topic/$dow) [Tesla, Inc. (TSLA)](/topic/tesla) [Broadcom, Inc. (AVGO)](/topic/$avgo) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Micron Technology, Inc. (MU)](/topic/$mu) [Intel Corporation (INTC)](/topic/$intc) [Advanced Micro Devices (AMD)](/topic/$amd) [Exxon Mobil (XOM)](/topic/$xom) [Bitcoin (BTC)](/topic/bitcoin) ### Top Social Posts Top posts by engagements in the last [--] hours "$OLN $WLK $OXY Olin Corporation Thesis is out What we cover: 1) Business history 2) Industry Consolidation 3) Balance Sheet 4) Valuation Enjoy" [X Link](https://x.com/100xCompounding/status/1990971074394116328) 2025-11-19T02:31Z [----] 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" [X Link](https://x.com/100xCompounding/status/2005669682301591934) 2025-12-29T15:58Z [----] 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 "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" [X Link](https://x.com/100xCompounding/status/2013771762253586446) 2026-01-21T00:32Z [----] followers, [---] engagements "We would like our stock thesis documents to be living documents that we can update overtime as new information comes in. $MT ArcelorMittal is one of our core portfolio holdings and returned 100%+ in the last twelve months. We are very happy with the performance but think that this is just the beginning. Please see our updated thoughts on the business and how we see things going in [----] including key markets internal financial targets debt structure and much more. One dynamic we update in depth is the dynamic of world production and China's decision to begin rationalizing production trends as" [X Link](https://x.com/100xCompounding/status/2018779013217505706) 2026-02-03T20:09Z [----] followers, [---] engagements "$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 [----] & $0.9B in 2027) - for [----] effects of Vega CMC 1GW renewables project in India and Liberian Iron Ore capacity expansion were the main drivers plus the consolidation of Calvert. [----] will see EBITDA uplift from 4.5mpta DRI feed plant in Serra Azul a continued expansion of Liberian Iron Ore production to 20mpta and the 400kt bar mill in Barra Mansa. [----] will see the effects of AMNS India expansion from the" [X Link](https://x.com/100xCompounding/status/2019432885799809511) 2026-02-05T15:28Z [----] followers, [---] engagements "$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 $RIG much better than Borr in the past and at current" [X Link](https://x.com/100xCompounding/status/1998224502174458194) 2025-12-09T02:53Z [----] followers, [----] engagements "$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 $CB While we pound the table on how great American Coastal management is and how strong the earnings power is for this business we think one opportunity that is being overlooked is how much value their investible assets can bring them. While the leverage in insurance firms is what makes them attractive American Coastal has investible assets to equity of 2.12x adding a nice boost to portfolio earnings should the company pursue this. We compare AmCo to a few other firms and what you will notice is MANY of these firms have assets of 2/1 the difference is that AmCo has a" [X Link](https://x.com/100xCompounding/status/2014052059591414105) 2026-01-21T19:06Z [----] followers, [----] engagements "$ACIC $HRTG $UVE $HCI We will be hosting American Coastal Insurance for Episode [--] of our Management Call Series on February 6th. As we did with EP [--] & [--] we will be posting here and on our substack free of charge for all to listen. Our goal is to put you in front of great management teams and open a line between our readers to these management teams that are willing to take the time to talk with a retail/family office type investor base. Stay tuned you are going to enjoy this one Here is our most up to date Valuation on the firm" [X Link](https://x.com/100xCompounding/status/2015861499508765058) 2026-01-26T18:56Z [----] followers, [----] engagements "$ACIC $UVE $HRTG FL Commercial Policy Update" [X Link](https://x.com/100xCompounding/status/2016941789643428080) 2026-01-29T18:29Z [----] followers, [---] engagements "$OLN Hard pressed to find a better investment in the Chemicals business than Olin at current prices" [X Link](https://x.com/100xCompounding/status/2018063450409197614) 2026-02-01T20:46Z [----] followers, 11K engagements "The rotation is coming $XLE $SPY $QQQ" [X Link](https://x.com/100xCompounding/status/2019118588725195188) 2026-02-04T18:39Z [----] followers, [----] engagements "RIP the Commodity Super Cycle 2/4/2026 - 2/5/2026 $XLE #OOTT $XOM $TDW $RIG" [X Link](https://x.com/100xCompounding/status/2019434010418749900) 2026-02-05T15:32Z [----] followers, [----] engagements "If they do this here is the Commander and Chief for 2028-2032" [X Link](https://x.com/100xCompounding/status/2019440153723343141) 2026-02-05T15:57Z [----] followers, [----] engagements "$ACIC $HRTG $UVE American Coastal CEO & CFO will be on our Management Call Series Episode [--] tomorrow We are excited to introduce you to this story and an amazing management team" [X Link](https://x.com/100xCompounding/status/2019470572028059720) 2026-02-05T17:57Z [----] followers, [---] engagements "$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" [X Link](https://x.com/100xCompounding/status/2019831838886314415) 2026-02-06T17:53Z [----] followers, [----] engagements "Oil services $TDW $RIG $NE $VAL $BORR" [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 $QQQ" [X Link](https://x.com/100xCompounding/status/2019535395638104115) 2026-02-05T22:15Z [----] followers, [----] engagements "$OLN $WLK $OXY Our takeaways from Olins [----] Performance - in this piece we look at the bigger picture of Olin focusing on cumulative cash generation and the financial position. We are not trading this business quarter to quarter and will leave that to a much smarter group of folks - in the meantime we own a great business recovering from a prolonged lull. Full thoughts below:" [X Link](https://x.com/100xCompounding/status/2019877006624665811) 2026-02-06T20:53Z [----] followers, [----] engagements "$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 "@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" [X Link](https://x.com/100xCompounding/status/2020851783040434183) 2026-02-09T13:26Z [----] 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 $TDW" [X Link](https://x.com/100xCompounding/status/2020928644722692524) 2026-02-09T18:31Z [----] followers, [----] engagements "$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 $CVX" [X Link](https://x.com/100xCompounding/status/2021011592985382935) 2026-02-10T00:01Z [----] followers, [----] engagements "$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" [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 $QQQ" [X Link](https://x.com/100xCompounding/status/2021254000738283924) 2026-02-10T16:04Z [----] followers, [---] engagements "$RIG $VAL $NE $SDRL I have a fever and the only prescription is more backlog" [X Link](https://x.com/100xCompounding/status/2021611041105317894) 2026-02-11T15:43Z [----] followers, [----] engagements "$RIG $VAL $NE $SDRL We are working hard to finish up our Offshore Deepwater resource with a website launch date coming soon. In the meantime we updated the new Transocean contract and consolidated Valaris and Transoceans fleet in the map - all the orange is RIG/VAL" [X Link](https://x.com/100xCompounding/status/2021637826517860711) 2026-02-11T17:29Z [----] followers, [----] engagements "$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 "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 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/anyuser/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 $VAL is the best choice in the space Noble is probably the best fleet management business in all of offshore drilling today" [X Link](https://x.com/anyuser/status/1947821762042859903) 2025-07-23T00:51Z [----] followers, [----] engagements "$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 - $57 p/t" [X Link](https://x.com/anyuser/status/1965974157918707766) 2025-09-11T03:02Z [----] followers, 16.3K engagements "$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/anyuser/status/1973391542946611211) 2025-10-01T14:16Z [----] followers, [----] engagements "$SOC Over the last [--] to [--] years the California state excise tax on gasoline has increased by 253% the number of motor vehicles has grown by 38% and our population has increased by 24% Mische wrote. Meanwhile the number of refineries has declined by 56% in-state oil field production has fallen by 63% finished gasoline stocks have declined by 98% in-state daily refinery capacity has decreased by 36% average gasoline prices for all formulations have gone up by 253% and imports of non-U.S. foreign oil increased 712%" [X Link](https://x.com/anyuser/status/1974193217747694030) 2025-10-03T19:21Z [----] followers, [----] engagements "$SOC Department of energy leader Chris Wright stepping up for Sable" [X Link](https://x.com/anyuser/status/1979354552794255604) 2025-10-18T01:11Z [----] followers, 12K engagements "$ACIC $HRTG Largest Cat Bond sponsors for 2025" [X Link](https://x.com/100xCompounding/status/2011125493744222493) 2026-01-13T17:17Z [----] followers, [----] engagements "$RIG Our transocean basis has a $2 handle and we couldnt be more pleased with our positioning for the offshore cycle ahead" [X Link](https://x.com/100xCompounding/status/2019195737331097731) 2026-02-04T23:45Z [----] followers, [----] engagements "$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 $OLN Olin thesis we put out a few months back" [X Link](https://x.com/100xCompounding/status/2019208408100921767) 2026-02-05T00:36Z [----] followers, [----] engagements "$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 "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" [X Link](https://x.com/100xCompounding/status/2021686892085858545) 2026-02-11T20:44Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@100xCompounding TheDailyCompounder
TheDailyCompounder posts on X about $rig, $ne, $val, business the most. They currently have [-----] followers and [--] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [------] +74%
- [--] Month [-------] -52%
- [--] Months [---------] +88%
- [--] Year [---------] +571%
Mentions: [--] #
- [--] Month [---] -35%
- [--] Months [---] +69%
- [--] Year [-----] +217%
Followers: [-----] #
- [--] Week [-----] +0.61%
- [--] Month [-----] +1.30%
- [--] Months [-----] +42%
- [--] Year [-----] +125%
CreatorRank: [-------] #
Social Influence
Social category influence stocks 29.31% cryptocurrencies #4511 finance 24.14% countries 6.9% technology brands 3.45% currencies 3.45% automotive brands 1.72% celebrities 1.72%
Social topic influence $rig #5, $ne #115, $val #1, business 13.79%, $acic #2, $sdrl #1, $soc #2, $tdw #4, we are 10.34%, $hrtg #1
Top accounts mentioned or mentioned by @emoneyyoutube @sfarringtonbkc @auroraintel @natsecjeff @hkuppy @tommyinnit @100xcompoundingnotep179290423r5vg84cutmmediumiosutmsourcenotesshareaction @dasexperiment3 @rickhol34475697 @marketprophit @wiltshirecap @gursharnx @futviewer45 @richfidei @jsmith8286 @walststocker
Top assets mentioned Transocean LTD. (RIG) Noble Corporation (NE) Validity (VAL) Seadrill Limited (SDRL) Sable Offshore Corp. (SOC) Tidewater, Inc. (TDW) Olin Corp. (OLN) ArcelorMittal (MT) Borr Drilling Limited (BORR) Westlake Chemical, Corp. (WLK) Oxygen (OXY) Cheeseball (CB) SPDR S&P [---] ETF Trust (SPY) Valero Energy Corporation (VLO) California Resources Corporation (CRC) Convex Finance (CVX) Cleveland-Cliffs, Inc. (CLF) Nucor, Corp. (NUE) Kinsale Capital Group, Inc. (KNSL) AdvanSix Inc. (ASIX) Huntsman Corporation (HUN) LyondellBasell Industries NV (LYB) Dow Inc (DOW) Tesla, Inc. (TSLA) Broadcom, Inc. (AVGO) NVIDIA Corp. (NVDA) Palantir Technologies Inc. (PLTR) Micron Technology, Inc. (MU) Intel Corporation (INTC) Advanced Micro Devices (AMD) Exxon Mobil (XOM) Bitcoin (BTC)
Top Social Posts
Top posts by engagements in the last [--] hours
"$OLN $WLK $OXY Olin Corporation Thesis is out What we cover: 1) Business history 2) Industry Consolidation 3) Balance Sheet 4) Valuation Enjoy"
X Link 2025-11-19T02:31Z [----] 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"
X Link 2025-12-29T15:58Z [----] followers, [----] engagements
"Venezuela News is ultra bullish in my view for Offshore Guyana production. $RIG $VAL $NE $TDW"
X Link 2026-01-04T20:43Z [----] 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"
X Link 2026-01-21T00:32Z [----] followers, [---] engagements
"We would like our stock thesis documents to be living documents that we can update overtime as new information comes in. $MT ArcelorMittal is one of our core portfolio holdings and returned 100%+ in the last twelve months. We are very happy with the performance but think that this is just the beginning. Please see our updated thoughts on the business and how we see things going in [----] including key markets internal financial targets debt structure and much more. One dynamic we update in depth is the dynamic of world production and China's decision to begin rationalizing production trends as"
X Link 2026-02-03T20:09Z [----] followers, [---] engagements
"$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 [----] & $0.9B in 2027) - for [----] effects of Vega CMC 1GW renewables project in India and Liberian Iron Ore capacity expansion were the main drivers plus the consolidation of Calvert. [----] will see EBITDA uplift from 4.5mpta DRI feed plant in Serra Azul a continued expansion of Liberian Iron Ore production to 20mpta and the 400kt bar mill in Barra Mansa. [----] will see the effects of AMNS India expansion from the"
X Link 2026-02-05T15:28Z [----] followers, [---] engagements
"$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 $RIG much better than Borr in the past and at current"
X Link 2025-12-09T02:53Z [----] followers, [----] engagements
"$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 $ACIC"
X Link 2026-01-21T17:06Z [----] followers, [----] engagements
"$ACIC $KNSL $HRTG $UVE $CB While we pound the table on how great American Coastal management is and how strong the earnings power is for this business we think one opportunity that is being overlooked is how much value their investible assets can bring them. While the leverage in insurance firms is what makes them attractive American Coastal has investible assets to equity of 2.12x adding a nice boost to portfolio earnings should the company pursue this. We compare AmCo to a few other firms and what you will notice is MANY of these firms have assets of 2/1 the difference is that AmCo has a"
X Link 2026-01-21T19:06Z [----] followers, [----] engagements
"$ACIC $HRTG $UVE $HCI We will be hosting American Coastal Insurance for Episode [--] of our Management Call Series on February 6th. As we did with EP [--] & [--] we will be posting here and on our substack free of charge for all to listen. Our goal is to put you in front of great management teams and open a line between our readers to these management teams that are willing to take the time to talk with a retail/family office type investor base. Stay tuned you are going to enjoy this one Here is our most up to date Valuation on the firm"
X Link 2026-01-26T18:56Z [----] followers, [----] engagements
"$ACIC $UVE $HRTG FL Commercial Policy Update"
X Link 2026-01-29T18:29Z [----] followers, [---] engagements
"$OLN Hard pressed to find a better investment in the Chemicals business than Olin at current prices"
X Link 2026-02-01T20:46Z [----] followers, 11K engagements
"The rotation is coming $XLE $SPY $QQQ"
X Link 2026-02-04T18:39Z [----] followers, [----] engagements
"RIP the Commodity Super Cycle 2/4/2026 - 2/5/2026 $XLE #OOTT $XOM $TDW $RIG"
X Link 2026-02-05T15:32Z [----] followers, [----] engagements
"If they do this here is the Commander and Chief for 2028-2032"
X Link 2026-02-05T15:57Z [----] followers, [----] engagements
"$ACIC $HRTG $UVE American Coastal CEO & CFO will be on our Management Call Series Episode [--] tomorrow We are excited to introduce you to this story and an amazing management team"
X Link 2026-02-05T17:57Z [----] followers, [---] engagements
"$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"
X Link 2026-02-06T17:53Z [----] followers, [----] engagements
"Oil services $TDW $RIG $NE $VAL $BORR"
X Link 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 $QQQ"
X Link 2026-02-05T22:15Z [----] followers, [----] engagements
"$OLN $WLK $OXY Our takeaways from Olins [----] Performance - in this piece we look at the bigger picture of Olin focusing on cumulative cash generation and the financial position. We are not trading this business quarter to quarter and will leave that to a much smarter group of folks - in the meantime we own a great business recovering from a prolonged lull. Full thoughts below:"
X Link 2026-02-06T20:53Z [----] followers, [----] engagements
"$RIG $VAL $NE $SDRL Transocean acquiring Valaris was NOT on my bingo card. Holy crap"
X Link 2026-02-09T13:22Z [----] 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"
X Link 2026-02-09T13:26Z [----] 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 $TDW"
X Link 2026-02-09T18:31Z [----] followers, [----] engagements
"$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 $CVX"
X Link 2026-02-10T00:01Z [----] followers, [----] engagements
"$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 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"
X Link 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 $QQQ"
X Link 2026-02-10T16:04Z [----] followers, [---] engagements
"$RIG $VAL $NE $SDRL I have a fever and the only prescription is more backlog"
X Link 2026-02-11T15:43Z [----] followers, [----] engagements
"$RIG $VAL $NE $SDRL We are working hard to finish up our Offshore Deepwater resource with a website launch date coming soon. In the meantime we updated the new Transocean contract and consolidated Valaris and Transoceans fleet in the map - all the orange is RIG/VAL"
X Link 2026-02-11T17:29Z [----] followers, [----] engagements
"$FPH Why does no one care about this Blue Owl deal Ultra positive for further development of the asset base"
X Link 2026-02-11T18:24Z [----] followers, [---] engagements
"What stock was this guy invested in $SPY $QQQ $IWM"
X Link 2026-02-11T20:07Z [----] followers, [---] engagements
"$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 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 $VAL is the best choice in the space Noble is probably the best fleet management business in all of offshore drilling today"
X Link 2025-07-23T00:51Z [----] followers, [----] engagements
"$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 - $57 p/t"
X Link 2025-09-11T03:02Z [----] followers, 16.3K engagements
"$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 2025-10-01T14:16Z [----] followers, [----] engagements
"$SOC Over the last [--] to [--] years the California state excise tax on gasoline has increased by 253% the number of motor vehicles has grown by 38% and our population has increased by 24% Mische wrote. Meanwhile the number of refineries has declined by 56% in-state oil field production has fallen by 63% finished gasoline stocks have declined by 98% in-state daily refinery capacity has decreased by 36% average gasoline prices for all formulations have gone up by 253% and imports of non-U.S. foreign oil increased 712%"
X Link 2025-10-03T19:21Z [----] followers, [----] engagements
"$SOC Department of energy leader Chris Wright stepping up for Sable"
X Link 2025-10-18T01:11Z [----] followers, 12K engagements
"$ACIC $HRTG Largest Cat Bond sponsors for 2025"
X Link 2026-01-13T17:17Z [----] followers, [----] engagements
"$RIG Our transocean basis has a $2 handle and we couldnt be more pleased with our positioning for the offshore cycle ahead"
X Link 2026-02-04T23:45Z [----] followers, [----] engagements
"$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 $OLN Olin thesis we put out a few months back"
X Link 2026-02-05T00:36Z [----] followers, [----] engagements
"$NE Noble Earnings tomorrow - anyone want to put our a flyer on Kalshi that they announce they are buying Seadrill $SDRL (satire)"
X Link 2026-02-11T18:52Z [----] 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"
X Link 2026-02-11T20:44Z [----] followers, [----] engagements
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