Lake Cornelia's Judd Arnold provides his 2024 outlook on offshore drilling + activism (podcast #221)
Judd Arnold, Lake Cornelia Research Management, joins the podcast to discuss the offshore drilling space, $TDW update, activism, $VAL, $RIG, $NE, Petrobas risk, macro risks, reflecting on recent positions with lessons learned and what Judd is focused on for 2024.
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