The Market Huddle cover image

Memes of Production (guest: Kuppy)

The Market Huddle

00:00

Helarus vs Oil

Valaris is almost tripled, and this thing's been stuck in the mud for three years. I suspectd as you approach 90, that the asymmetry of going along around there a is pretty good. But i want to own the rocket ship that's doing well. And i on't wat to climb a hill very likely. Yemean, but volaris is by far the cheapest of any of the publicly traded rig players - even though it has net cash.

Play episode from 54:53
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app