[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @100xCompounding TheDailyCompounder TheDailyCompounder posts on X about $val, val, $ne, $rig the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::1625692183234764804/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX +222% - X Months XXXXXXX +315% - X Year XXXXXXX +778% ### Mentions: XX [#](/creator/twitter::1625692183234764804/posts_active)  - X Week XX +71% - X Month XXX +178% - X Months XXX +267% - X Year XXX +126% ### Followers: XXXXX [#](/creator/twitter::1625692183234764804/followers)  - X Week XXXXX +2.80% - X Month XXXXX +22% - X Months XXXXX +55% - X Year XXXXX +136% ### CreatorRank: XXXXXXX [#](/creator/twitter::1625692183234764804/influencer_rank)  ### Social Influence [#](/creator/twitter::1625692183234764804/influence) --- **Social category influence** [cryptocurrencies](/list/cryptocurrencies) #3884 [countries](/list/countries) [finance](/list/finance) [stocks](/list/stocks) **Social topic influence** [$val](/topic/$val) #1, [val](/topic/val) #78, [$ne](/topic/$ne) #78, [$rig](/topic/$rig) #1, [$crvs](/topic/$crvs), [$tdw](/topic/$tdw), [$mt](/topic/$mt), [cyprus](/topic/cyprus) #48, [$soc](/topic/$soc), [$ifpca](/topic/$ifpca) **Top assets mentioned** [Validity (VAL)](/topic/$val) [Noble Corporation (NE)](/topic/$ne) [Transocean LTD. (RIG)](/topic/$rig) [Tidewater, Inc. (TDW)](/topic/$tdw) [ArcelorMittal (MT)](/topic/$mt) [Sable Offshore Corp. (SOC)](/topic/$soc) [Cleveland-Cliffs, Inc. (CLF)](/topic/$clf) [Seadrill Limited (SDRL)](/topic/$sdrl) [Nucor, Corp. (NUE)](/topic/$nue) [Devon Energy Corp (DVN)](/topic/$dvn) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) ### Top Social Posts [#](/creator/twitter::1625692183234764804/posts) --- Top posts by engagements in the last XX hours "Corvus Pharmaceuticals $CRVS - See @realmostafah latest piece on Corvus Pharmaceuticals"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1945882865243168817) 2025-07-17 16:26:42 UTC 3372 followers, 1475 engagements "$VAL The Valaris Thesis is out If you have signed up for the distribution list it is in your inbox. If you havent signed up and want access to this and my past work please comment like or share and I will reach out to you and collect your email. Enjoy - Arcelor Mittal and Interfor are next up. $VAL $MT $IFP"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1943715339918860414) 2025-07-11 16:53:44 UTC 3366 followers, 13.1K engagements "$VAL Yesterday Valaris announced a gas discovery in Cyrpus. What does it mean for demand What does the business think it has there in terms of resource All of this in more in our article coming out in the coming days after we get a chance to talk to management. Stay tuned"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1945921419717800280) 2025-07-17 18:59:54 UTC 3366 followers, 1141 engagements "$TDW Guys this is XX% of the PSV fleet. Also they want to build those vessels in Brazil What ship building capacity do they have In my research of the country I don't see that they are even a top XX manufacturer of vessels world wide What does all of this mean then It means that this is either all political posturing and will never happen OR the country is going to build out significant amount of new ship building capacity that will: 1) extend lead times for new OSVs (currently X years) 2) be higher cost to accommodate the investment in new ship building capacity. Finally they are making note"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1943335013937770548) 2025-07-10 15:42:27 UTC 3357 followers, 3508 engagements "A more interesting story is whats going on in Cyprus and the EEZ $VAL $NE $RIG"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1947497433891803580) 2025-07-22 03:22:25 UTC 3378 followers, 1400 engagements "This is a well written piece thank you for sharing Here is our free thesis X pages of deep research on one of our favorite names in the offshore services space $VAL $RIG $NE"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1947455228372258823) 2025-07-22 00:34:43 UTC 3377 followers, 1398 engagements "$IFP.CA Interfor Corporation piece is coming along nicely and is on schedule. Excited about what we have found here and think our readers will really enjoy the thesis. Release date July 21st 2025 by close of business"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1946309630583300444) 2025-07-18 20:42:31 UTC 3358 followers, XXX engagements "Can you imagine $RIG once they clean up that balance sheet They still have vessels they can use to secured extra liquidity against. I dont think insolvency is an issue. Potentially some equity will be raised but even with a XX% dilution and an asset value of $13-14 a share the risk reward is extremely high"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1946708260918280349) 2025-07-19 23:06:32 UTC 3377 followers, XXX engagements "Right now we are giving away the $VAL thesis for free. (Link in bio) X pages of deep research that covers 1) offshore vs onshore economics 2) history from the last bear market to today and what has changed 3) management quality and capital allocation 4) 7th gen ship specs and why they are worth $1B+ If we replaced that free thesis with ANY other stock which would it be What do you want to see TDC dig into Drop the ticker below"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1947461446440456263) 2025-07-22 00:59:25 UTC 3377 followers, 4632 engagements "$ACIC The market might not care about this however dont forget this is a business that was on the verge of death and has worked its way back into an increasingly strong position today where it is not just existing but executing on growth strategies and growing its book of business. This is one of if not THE best management team I have ever had the pleasure to work with. Very sharp and they do exactly what they say they are going to do. Next stop is a XX% Debt/Cap"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1947418082785583445) 2025-07-21 22:07:06 UTC 3378 followers, XXX engagements "$CLF Earnings Notes $35/t price increases Q2 Cost Improvement Record Steel shipments Slab contract set to roll off in December of 2025 (HRC is significantly higher priced to due to integrated raw material chain -Slab contract set to roll off in December of 2025 (HRC is significantly higher priced - $XXX HRC vs $XXX slab) $3.2B of secured note capacity released $200M of working capital Capex guide of $600M significantly decreased from the $1B+ in 2022 - capex guide cut from $625M in May SG&A cut to $575M from $600M"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1947298076529402070) 2025-07-21 14:10:15 UTC 3378 followers, XXX engagements "$VAL $NE $RIG Industry standard IRRs are XX% approximately. Based on what we estimated new build pricing to be that works out to close to 700K of day rate. For reference at 500K day rate Valaris earnings 1.2B in free cash flows (3B market cap today). There are some cold stacked rigs that can come online but that is a 150-200M price tag to do so and those will not be paid by the rig owners instead those are reimbursed by the NOC/IOC. This cycle is going to be epic. Lots of money will be made for the patient investor investing in offshore energy services in the next decade"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1946692967797833899) 2025-07-19 22:05:45 UTC 3377 followers, 9274 engagements "@offshoreenergyt See our free thesis X pages of deep research on one of our favorite names in the offshore services space We also wrote up the recent gas discovery and the capex implications in the EEZ $VAL $RIG $NE"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1947455357049311622) 2025-07-22 00:35:13 UTC 3378 followers, XX engagements "New Discovery in Cyprus $VAL Following the recent news of a discovery in Cyprus using Valaris DS-9 we wanted to give you a brief update on the situation as well as our thoughts on Cyprus development capex growth in the coming years"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1946671688269058246) 2025-07-19 20:41:12 UTC 3370 followers, 1129 engagements "@GrumpierBTDay Here is the link for our piece on the gas discovery in Cyprus if you are interested $VAL $NE $RIG we are doing the entire offshore drilling industry in the coming months plus maintenance research"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1947487845914235246) 2025-07-22 02:44:19 UTC 3378 followers, XXX engagements "@jenato2 @Carlos_MoraM Great write up thank you for sharing See our free thesis X pages of deep research on one of our favorite names in the offshore services space $VAL $RIG $NE"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1947454984234414393) 2025-07-22 00:33:44 UTC 3376 followers, XX engagements "ArcelorMittal Thesis has dropped XX pages of deep research that we think gets the value of the idea across nicely. If you are signed up for the distribution list this is in your inbox NOW Enjoy and reach out with any questions. $MT $CLF $X $NUE"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1945499549285363952) 2025-07-16 15:03:32 UTC 3376 followers, 1905 engagements "@javimedi95 See our free thesis X pages of deep research on one of our favorite names in the offshore services space We think they are competitively advantaged via their ARO contract with Saudi Aramco $VAL $RIG $NE"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1947454884875538904) 2025-07-22 00:33:21 UTC 3376 followers, XX engagements "@staffpro11 $RIG is on our content list for September We are writing up all the offshore drillers"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1947500579804094945) 2025-07-22 03:34:55 UTC 3377 followers, XXX engagements "@GrumpierBTDay Oh I havent looked at $KUYA.V so thank you And ohhh pine cliff great idea $PNE let me dig more into this one thanks for your suggestions"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1947482998720631105) 2025-07-22 02:25:04 UTC 3377 followers, XXX engagements "$SOC Check out the latest article on the Daily Compounding substack for our take on the details of the tentative. We dissect it line by line to give you the information without any of the added legal speak. Enjoy"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1946270447026233790) 2025-07-18 18:06:49 UTC 3370 followers, 2724 engagements "On The Horizon - See my most recent free article $SOC $NMM $IFP.CA $GSY.CA $NE"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1945863490129838589) 2025-07-17 15:09:43 UTC 3371 followers, 1941 engagements "@boyer_jeremie $NE is coming out at the end of August we have it in the content schedule. $CENX Ill look more into thank you"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1947482660324184311) 2025-07-22 02:23:43 UTC 3377 followers, XXX engagements "I am about 1/3 of the way through my upcoming piece on Arcelor Mittal $MT. If you want to read it as well as the rest of the write ups Ive done for 2025 ( $TDW $FPH $ACIC $NVGS $VAL $LXU) as well as all future thesis I come out with (currently XX in the backlog) please repost this like this or DM me with your email and I will add you to my distribution list Side note 6:00PM Central Im doing LIVE Spaces to talk about my newest thesis on Valaris See you there"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1944864761705013654) 2025-07-14 21:01:07 UTC 3366 followers, 2780 engagements "After years of watching the cycle doing significant amounts of research on the drillers that stem from our investment in $TDW I am happy to finally announce we have made our pick in the space. $VAL. I will be posting a long form thesis in the days ahead and a spaces if there is interest. Stay tuned"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1942659150368104679) 2025-07-08 18:56:48 UTC 3370 followers, 17.5K engagements "See our free thesis X pages of deep research on one of our favorite names in the offshore services space $VAL $RIG $NE"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1947454390660698310) 2025-07-22 00:31:23 UTC 3378 followers, 1329 engagements "$SOC Would be sick to wake up to an 8K in the morning from the OFSM 👀"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1947004136186130889) 2025-07-20 18:42:14 UTC 3378 followers, 7755 engagements "Thanks for sharing We are proud of the work we have done on ArcelorMittal $MT"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1946277054955061684) 2025-07-18 18:33:04 UTC 3362 followers, 1001 engagements "Our TDC email list of 300+ subscribers just received our view on Subsea7s recent deal with Equinor & what the Chevron/Hess deal means for the industry. Click & sign up to stay informed"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1947291328171147345) 2025-07-21 13:43:26 UTC 3372 followers, XXX engagements "In the most bullish market for oil/oil services you can picture what is Valaris $VAL worth Give me your bullish case"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1940902575639089630) 2025-07-03 22:36:48 UTC 3349 followers, 3343 engagements "$CRVS Corvus Pharmaceuticals Thesis Credit: @realmostafah"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1943326636574957772) 2025-07-10 15:09:10 UTC 3377 followers, 2561 engagements "$VAL $TDW $BORR $RIG $SDRL $NE It will happen slowly and then all at once. The important thing to note is recoveries in depressed/cyclical industries are NOT linear. There will be ups and downs but the direction and duration of the coming cycle is tremendous. The market can ignore these companies for a long time and have but at the end of the day capital follows businesses that demonstrate their latent earnings capabilities. Most of these companies ( $VAL & $TDW) in particular are going to generate their market caps in free cash flows in a 2-3 year period. In that instance the market is"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1942662012405739570) 2025-07-08 19:08:11 UTC 3366 followers, 15.4K engagements "Recording of the spaces I did on Valaris $VAL enjoy"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1945173238599884911) 2025-07-15 17:26:54 UTC 3367 followers, 3401 engagements "$NVGS enters into a JV to add two new Ammonia fueled LPG transport capable vessels for $84M new build price. We will be writing a brief piece on this in the coming days after I have a chance to connect with Mr.Giveans with Navigator IR. Stay tuned"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1945888540836938043) 2025-07-17 16:49:15 UTC 3366 followers, XXX engagements "I tried to connect with and collect every email I could to send out the $VAL thesis. I am sure I undoubtedly missed someone who wanted it so I made a landing page to make it more easily accessible to you all. If you want it just click"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1947103030551388277) 2025-07-21 01:15:12 UTC 3370 followers, 1418 engagements "$VAL $TDW You are not investing in a spot oil price that is not your bet. Though it does seem like in the medium term prices will be higher not lower. What your actual bet is on is Oil Capex that is a trend that is easy to follow and desperately needed just to keep supply flat and even then there are significant challenges. #OOTT"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1942932662349369657) 2025-07-09 13:03:39 UTC 3366 followers, 8282 engagements "$VAL $SDRL $RIG $NE Onshore break-even prices were so low for so long that market share was taken from deep water which was driven by 1) economics 2) deep water horizon. Many discount the fact that in 2014 post DWH the offshore market similar to what has happened with nuclear obtained an increasingly poor reputation. That is beginning to change as the collective memory is short but more importantly the economics of offshore projects are simply better than onshore (Shale in the US for example)"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1942646470164783387) 2025-07-08 18:06:25 UTC 3370 followers, 3784 engagements "Maybe its confirmation bias but @TommyDeepwater article on the 26/27 drilling activity is exceptionally well written and useful. Here are a few snips that I liked best. $TDW $NE $VAL $RIG"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1940336137060634750) 2025-07-02 09:05:59 UTC 3377 followers, 7487 engagements "I am often asked why Blaise Pascal has become the mascot for The Daily Compounder. It is a fair point. After all he was a mathematician turned theologian and had little to nothing to do with the world of investing. Fair but similar to Pascal I too have a wager. My wager similar to Pascals is logically cohesive and is inspired by the famous Pascals Wager which stated belief in God was a hedged bet and that if there was no God and you believed you lost nothing but if there is a God and you did not you lost everything. My wager the Deep Value Wager spun out of the last 10+ years of value stocks"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1946186646497513498) 2025-07-18 12:33:49 UTC 3346 followers, XXX engagements "@ironic_capital @valuehurts See our free thesis X pages of deep research on one of our favorite names in the offshore services space $VAL $RIG $NE"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1947454611167842322) 2025-07-22 00:32:15 UTC 3376 followers, XX engagements "$MT our ArcelorMittal Thesis is out XX pages of deep research that Im proud of. Join me next Monday to hear the full thesis"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1945559713476641197) 2025-07-16 19:02:37 UTC 3362 followers, XXX engagements "The response to the launch of the Substack page has been overwhelmingly positive. Thank you so much for your support. Almost cracking the Top XX in the Finance Category Yesterday I put out a note about the gas discovery in Cyprus what it means for Valaris $VAL and the country more broadly in terms of continued capex to develop its vast offshore resources in the EEZ. Check it out here:"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1946935438624879032) 2025-07-20 14:09:15 UTC 3377 followers, 1603 engagements "$VAL I got kicked off my internet I will do another spaces tomorrow. Sorry about that"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1944897810660315493) 2025-07-14 23:12:27 UTC 3350 followers, 1819 engagements "$TDW drilling strong into 26/27 - FPSOs needed built and drilling needs done. Market still doesnt care $BORR $RIG $VAL $NE"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1940481113342070970) 2025-07-02 18:42:04 UTC 3365 followers, 2299 engagements "I really enjoy writing and sharing stock ideas/thesis in the niche of businesses I understand well. With that said anyone who likes this post/comments or shares it I will DM to acquire your email and add you to my distribution list where you will receive two or three 5-7 page write ups on stocks I cover research and in most cases own and am actively building a position in. If you are comfortable leaving your email in the comments thats fine otherwise I will reach out to you via DM to get your email and add you. Thanks for all the support and I look forward to sharing my thoughts with you. PS"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1943342627195359344) 2025-07-10 16:12:42 UTC 3362 followers, 12K engagements "$VAL cant wait to chat about our latest idea See you there"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1943717031481606204) 2025-07-11 17:00:27 UTC 3366 followers, 1012 engagements "@blondesnmoney I know a lot of people that are thinking $PDD is looking nice right now - China seems to be coming around the other side of their X year recession and things are looking up for them"  [@100xCompounding](/creator/x/100xCompounding) on [X](/post/tweet/1947116888578052103) 2025-07-21 02:10:16 UTC 3364 followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@100xCompounding TheDailyCompounder
TheDailyCompounder posts on X about $val, val, $ne, $rig the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX +222%
- X Months XXXXXXX +315%
- X Year XXXXXXX +778%
Mentions: XX #
- X Week XX +71%
- X Month XXX +178%
- X Months XXX +267%
- X Year XXX +126%
Followers: XXXXX #
- X Week XXXXX +2.80%
- X Month XXXXX +22%
- X Months XXXXX +55%
- X Year XXXXX +136%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence cryptocurrencies #3884 countries finance stocks
Social topic influence $val #1, val #78, $ne #78, $rig #1, $crvs, $tdw, $mt, cyprus #48, $soc, $ifpca
Top assets mentioned Validity (VAL) Noble Corporation (NE) Transocean LTD. (RIG) Tidewater, Inc. (TDW) ArcelorMittal (MT) Sable Offshore Corp. (SOC) Cleveland-Cliffs, Inc. (CLF) Seadrill Limited (SDRL) Nucor, Corp. (NUE) Devon Energy Corp (DVN) Nebius Group N.V. Class A Ordinary Shares (NBIS) Robinhood Markets, Inc. (HOOD)
Top Social Posts #
Top posts by engagements in the last XX hours
"Corvus Pharmaceuticals $CRVS - See @realmostafah latest piece on Corvus Pharmaceuticals"
@100xCompounding on X 2025-07-17 16:26:42 UTC 3372 followers, 1475 engagements
"$VAL The Valaris Thesis is out If you have signed up for the distribution list it is in your inbox. If you havent signed up and want access to this and my past work please comment like or share and I will reach out to you and collect your email. Enjoy - Arcelor Mittal and Interfor are next up. $VAL $MT $IFP" @100xCompounding on X 2025-07-11 16:53:44 UTC 3366 followers, 13.1K engagements
"$VAL Yesterday Valaris announced a gas discovery in Cyrpus. What does it mean for demand What does the business think it has there in terms of resource All of this in more in our article coming out in the coming days after we get a chance to talk to management. Stay tuned" @100xCompounding on X 2025-07-17 18:59:54 UTC 3366 followers, 1141 engagements
"$TDW Guys this is XX% of the PSV fleet. Also they want to build those vessels in Brazil What ship building capacity do they have In my research of the country I don't see that they are even a top XX manufacturer of vessels world wide What does all of this mean then It means that this is either all political posturing and will never happen OR the country is going to build out significant amount of new ship building capacity that will: 1) extend lead times for new OSVs (currently X years) 2) be higher cost to accommodate the investment in new ship building capacity. Finally they are making note" @100xCompounding on X 2025-07-10 15:42:27 UTC 3357 followers, 3508 engagements
"A more interesting story is whats going on in Cyprus and the EEZ $VAL $NE $RIG" @100xCompounding on X 2025-07-22 03:22:25 UTC 3378 followers, 1400 engagements
"This is a well written piece thank you for sharing Here is our free thesis X pages of deep research on one of our favorite names in the offshore services space $VAL $RIG $NE" @100xCompounding on X 2025-07-22 00:34:43 UTC 3377 followers, 1398 engagements
"$IFP.CA Interfor Corporation piece is coming along nicely and is on schedule. Excited about what we have found here and think our readers will really enjoy the thesis. Release date July 21st 2025 by close of business" @100xCompounding on X 2025-07-18 20:42:31 UTC 3358 followers, XXX engagements
"Can you imagine $RIG once they clean up that balance sheet They still have vessels they can use to secured extra liquidity against. I dont think insolvency is an issue. Potentially some equity will be raised but even with a XX% dilution and an asset value of $13-14 a share the risk reward is extremely high" @100xCompounding on X 2025-07-19 23:06:32 UTC 3377 followers, XXX engagements
"Right now we are giving away the $VAL thesis for free. (Link in bio) X pages of deep research that covers 1) offshore vs onshore economics 2) history from the last bear market to today and what has changed 3) management quality and capital allocation 4) 7th gen ship specs and why they are worth $1B+ If we replaced that free thesis with ANY other stock which would it be What do you want to see TDC dig into Drop the ticker below" @100xCompounding on X 2025-07-22 00:59:25 UTC 3377 followers, 4632 engagements
"$ACIC The market might not care about this however dont forget this is a business that was on the verge of death and has worked its way back into an increasingly strong position today where it is not just existing but executing on growth strategies and growing its book of business. This is one of if not THE best management team I have ever had the pleasure to work with. Very sharp and they do exactly what they say they are going to do. Next stop is a XX% Debt/Cap" @100xCompounding on X 2025-07-21 22:07:06 UTC 3378 followers, XXX engagements
"$CLF Earnings Notes $35/t price increases Q2 Cost Improvement Record Steel shipments Slab contract set to roll off in December of 2025 (HRC is significantly higher priced to due to integrated raw material chain -Slab contract set to roll off in December of 2025 (HRC is significantly higher priced - $XXX HRC vs $XXX slab) $3.2B of secured note capacity released $200M of working capital Capex guide of $600M significantly decreased from the $1B+ in 2022 - capex guide cut from $625M in May SG&A cut to $575M from $600M" @100xCompounding on X 2025-07-21 14:10:15 UTC 3378 followers, XXX engagements
"$VAL $NE $RIG Industry standard IRRs are XX% approximately. Based on what we estimated new build pricing to be that works out to close to 700K of day rate. For reference at 500K day rate Valaris earnings 1.2B in free cash flows (3B market cap today). There are some cold stacked rigs that can come online but that is a 150-200M price tag to do so and those will not be paid by the rig owners instead those are reimbursed by the NOC/IOC. This cycle is going to be epic. Lots of money will be made for the patient investor investing in offshore energy services in the next decade" @100xCompounding on X 2025-07-19 22:05:45 UTC 3377 followers, 9274 engagements
"@offshoreenergyt See our free thesis X pages of deep research on one of our favorite names in the offshore services space We also wrote up the recent gas discovery and the capex implications in the EEZ $VAL $RIG $NE" @100xCompounding on X 2025-07-22 00:35:13 UTC 3378 followers, XX engagements
"New Discovery in Cyprus $VAL Following the recent news of a discovery in Cyprus using Valaris DS-9 we wanted to give you a brief update on the situation as well as our thoughts on Cyprus development capex growth in the coming years" @100xCompounding on X 2025-07-19 20:41:12 UTC 3370 followers, 1129 engagements
"@GrumpierBTDay Here is the link for our piece on the gas discovery in Cyprus if you are interested $VAL $NE $RIG we are doing the entire offshore drilling industry in the coming months plus maintenance research" @100xCompounding on X 2025-07-22 02:44:19 UTC 3378 followers, XXX engagements
"@jenato2 @Carlos_MoraM Great write up thank you for sharing See our free thesis X pages of deep research on one of our favorite names in the offshore services space $VAL $RIG $NE" @100xCompounding on X 2025-07-22 00:33:44 UTC 3376 followers, XX engagements
"ArcelorMittal Thesis has dropped XX pages of deep research that we think gets the value of the idea across nicely. If you are signed up for the distribution list this is in your inbox NOW Enjoy and reach out with any questions. $MT $CLF $X $NUE" @100xCompounding on X 2025-07-16 15:03:32 UTC 3376 followers, 1905 engagements
"@javimedi95 See our free thesis X pages of deep research on one of our favorite names in the offshore services space We think they are competitively advantaged via their ARO contract with Saudi Aramco $VAL $RIG $NE" @100xCompounding on X 2025-07-22 00:33:21 UTC 3376 followers, XX engagements
"@staffpro11 $RIG is on our content list for September We are writing up all the offshore drillers" @100xCompounding on X 2025-07-22 03:34:55 UTC 3377 followers, XXX engagements
"@GrumpierBTDay Oh I havent looked at $KUYA.V so thank you And ohhh pine cliff great idea $PNE let me dig more into this one thanks for your suggestions" @100xCompounding on X 2025-07-22 02:25:04 UTC 3377 followers, XXX engagements
"$SOC Check out the latest article on the Daily Compounding substack for our take on the details of the tentative. We dissect it line by line to give you the information without any of the added legal speak. Enjoy" @100xCompounding on X 2025-07-18 18:06:49 UTC 3370 followers, 2724 engagements
"On The Horizon - See my most recent free article $SOC $NMM $IFP.CA $GSY.CA $NE" @100xCompounding on X 2025-07-17 15:09:43 UTC 3371 followers, 1941 engagements
"@boyer_jeremie $NE is coming out at the end of August we have it in the content schedule. $CENX Ill look more into thank you" @100xCompounding on X 2025-07-22 02:23:43 UTC 3377 followers, XXX engagements
"I am about 1/3 of the way through my upcoming piece on Arcelor Mittal $MT. If you want to read it as well as the rest of the write ups Ive done for 2025 ( $TDW $FPH $ACIC $NVGS $VAL $LXU) as well as all future thesis I come out with (currently XX in the backlog) please repost this like this or DM me with your email and I will add you to my distribution list Side note 6:00PM Central Im doing LIVE Spaces to talk about my newest thesis on Valaris See you there" @100xCompounding on X 2025-07-14 21:01:07 UTC 3366 followers, 2780 engagements
"After years of watching the cycle doing significant amounts of research on the drillers that stem from our investment in $TDW I am happy to finally announce we have made our pick in the space. $VAL. I will be posting a long form thesis in the days ahead and a spaces if there is interest. Stay tuned" @100xCompounding on X 2025-07-08 18:56:48 UTC 3370 followers, 17.5K engagements
"See our free thesis X pages of deep research on one of our favorite names in the offshore services space $VAL $RIG $NE" @100xCompounding on X 2025-07-22 00:31:23 UTC 3378 followers, 1329 engagements
"$SOC Would be sick to wake up to an 8K in the morning from the OFSM 👀" @100xCompounding on X 2025-07-20 18:42:14 UTC 3378 followers, 7755 engagements
"Thanks for sharing We are proud of the work we have done on ArcelorMittal $MT" @100xCompounding on X 2025-07-18 18:33:04 UTC 3362 followers, 1001 engagements
"Our TDC email list of 300+ subscribers just received our view on Subsea7s recent deal with Equinor & what the Chevron/Hess deal means for the industry. Click & sign up to stay informed" @100xCompounding on X 2025-07-21 13:43:26 UTC 3372 followers, XXX engagements
"In the most bullish market for oil/oil services you can picture what is Valaris $VAL worth Give me your bullish case" @100xCompounding on X 2025-07-03 22:36:48 UTC 3349 followers, 3343 engagements
"$CRVS Corvus Pharmaceuticals Thesis Credit: @realmostafah" @100xCompounding on X 2025-07-10 15:09:10 UTC 3377 followers, 2561 engagements
"$VAL $TDW $BORR $RIG $SDRL $NE It will happen slowly and then all at once. The important thing to note is recoveries in depressed/cyclical industries are NOT linear. There will be ups and downs but the direction and duration of the coming cycle is tremendous. The market can ignore these companies for a long time and have but at the end of the day capital follows businesses that demonstrate their latent earnings capabilities. Most of these companies ( $VAL & $TDW) in particular are going to generate their market caps in free cash flows in a 2-3 year period. In that instance the market is" @100xCompounding on X 2025-07-08 19:08:11 UTC 3366 followers, 15.4K engagements
"Recording of the spaces I did on Valaris $VAL enjoy" @100xCompounding on X 2025-07-15 17:26:54 UTC 3367 followers, 3401 engagements
"$NVGS enters into a JV to add two new Ammonia fueled LPG transport capable vessels for $84M new build price. We will be writing a brief piece on this in the coming days after I have a chance to connect with Mr.Giveans with Navigator IR. Stay tuned" @100xCompounding on X 2025-07-17 16:49:15 UTC 3366 followers, XXX engagements
"I tried to connect with and collect every email I could to send out the $VAL thesis. I am sure I undoubtedly missed someone who wanted it so I made a landing page to make it more easily accessible to you all. If you want it just click" @100xCompounding on X 2025-07-21 01:15:12 UTC 3370 followers, 1418 engagements
"$VAL $TDW You are not investing in a spot oil price that is not your bet. Though it does seem like in the medium term prices will be higher not lower. What your actual bet is on is Oil Capex that is a trend that is easy to follow and desperately needed just to keep supply flat and even then there are significant challenges. #OOTT" @100xCompounding on X 2025-07-09 13:03:39 UTC 3366 followers, 8282 engagements
"$VAL $SDRL $RIG $NE Onshore break-even prices were so low for so long that market share was taken from deep water which was driven by 1) economics 2) deep water horizon. Many discount the fact that in 2014 post DWH the offshore market similar to what has happened with nuclear obtained an increasingly poor reputation. That is beginning to change as the collective memory is short but more importantly the economics of offshore projects are simply better than onshore (Shale in the US for example)" @100xCompounding on X 2025-07-08 18:06:25 UTC 3370 followers, 3784 engagements
"Maybe its confirmation bias but @TommyDeepwater article on the 26/27 drilling activity is exceptionally well written and useful. Here are a few snips that I liked best. $TDW $NE $VAL $RIG" @100xCompounding on X 2025-07-02 09:05:59 UTC 3377 followers, 7487 engagements
"I am often asked why Blaise Pascal has become the mascot for The Daily Compounder. It is a fair point. After all he was a mathematician turned theologian and had little to nothing to do with the world of investing. Fair but similar to Pascal I too have a wager. My wager similar to Pascals is logically cohesive and is inspired by the famous Pascals Wager which stated belief in God was a hedged bet and that if there was no God and you believed you lost nothing but if there is a God and you did not you lost everything. My wager the Deep Value Wager spun out of the last 10+ years of value stocks" @100xCompounding on X 2025-07-18 12:33:49 UTC 3346 followers, XXX engagements
"@ironic_capital @valuehurts See our free thesis X pages of deep research on one of our favorite names in the offshore services space $VAL $RIG $NE" @100xCompounding on X 2025-07-22 00:32:15 UTC 3376 followers, XX engagements
"$MT our ArcelorMittal Thesis is out XX pages of deep research that Im proud of. Join me next Monday to hear the full thesis" @100xCompounding on X 2025-07-16 19:02:37 UTC 3362 followers, XXX engagements
"The response to the launch of the Substack page has been overwhelmingly positive. Thank you so much for your support. Almost cracking the Top XX in the Finance Category Yesterday I put out a note about the gas discovery in Cyprus what it means for Valaris $VAL and the country more broadly in terms of continued capex to develop its vast offshore resources in the EEZ. Check it out here:" @100xCompounding on X 2025-07-20 14:09:15 UTC 3377 followers, 1603 engagements
"$VAL I got kicked off my internet I will do another spaces tomorrow. Sorry about that" @100xCompounding on X 2025-07-14 23:12:27 UTC 3350 followers, 1819 engagements
"$TDW drilling strong into 26/27 - FPSOs needed built and drilling needs done. Market still doesnt care $BORR $RIG $VAL $NE" @100xCompounding on X 2025-07-02 18:42:04 UTC 3365 followers, 2299 engagements
"I really enjoy writing and sharing stock ideas/thesis in the niche of businesses I understand well. With that said anyone who likes this post/comments or shares it I will DM to acquire your email and add you to my distribution list where you will receive two or three 5-7 page write ups on stocks I cover research and in most cases own and am actively building a position in. If you are comfortable leaving your email in the comments thats fine otherwise I will reach out to you via DM to get your email and add you. Thanks for all the support and I look forward to sharing my thoughts with you. PS" @100xCompounding on X 2025-07-10 16:12:42 UTC 3362 followers, 12K engagements
"$VAL cant wait to chat about our latest idea See you there" @100xCompounding on X 2025-07-11 17:00:27 UTC 3366 followers, 1012 engagements
"@blondesnmoney I know a lot of people that are thinking $PDD is looking nice right now - China seems to be coming around the other side of their X year recession and things are looking up for them" @100xCompounding on X 2025-07-21 02:10:16 UTC 3364 followers, XXX engagements