Friday I posted my interview with Tidewater’s (TDW) management team. The offshore space in general is really interesting right now, and they did a great job of walking through the current dynamics (stay tuned for more posts / pods from me on the offshore space….).
Cannabis is reviled----worth holding your nose and taking a look---institions can't/won't buy it---and historic holders are exhausted and dejected.......
On REITs, industrial REIT can be pretty good for playing a reshoring strategy, and less dependent on work from home no staying a thing
offices REITs for me is too high risk, yes recession might forced workers back in office, but will also make demand for office space lower, so it's kinda a lose-lose situation to me.
Tankers had a pretty interesting trajectory over the last 10 years. Just take a look at $STNG. The shipping industry is full of frauds and conmen though, so maybe best to avoid it all together
I really like internal combustion engines as a contrarian trade. Absolutely everybody hates them, yet it is a (slowly) growing industry, because worldwide demand will continue to grow, especially in Asia. EVs will never gain meaningful market share. There are stunningly cheap stocks.
What's Cable's answer to fixed wireless? Every cable bull I've read has dismissed it as a competitive threat, but T-Mobile and Verizon adding fixed wireless pretty quickly now
Verizon's 5g home internet goes up to gigabit speeds for like $35/month and $25 a month for 300 mbps with 10 year price locks. T-Mobile offers something similar. These services are much cheaper than Charter's non promotional pricing.
The cable story doesn't work if there's real competition. Margins will get squeezed. Verizon and T-Mobile can "lose" but absolutely trash Charter's margins. I expect broadband prices in the US to fall in the coming 24 months.
You should get the management team of DVD NO on that is a very interesting offshore play with potentially very significant upside. Also if you think the US REITS are interesting - you should take a look at UK/EU ones
Cannabis is reviled----worth holding your nose and taking a look---institions can't/won't buy it---and historic holders are exhausted and dejected.......
On REITs, industrial REIT can be pretty good for playing a reshoring strategy, and less dependent on work from home no staying a thing
offices REITs for me is too high risk, yes recession might forced workers back in office, but will also make demand for office space lower, so it's kinda a lose-lose situation to me.
Tankers had a pretty interesting trajectory over the last 10 years. Just take a look at $STNG. The shipping industry is full of frauds and conmen though, so maybe best to avoid it all together
I really like internal combustion engines as a contrarian trade. Absolutely everybody hates them, yet it is a (slowly) growing industry, because worldwide demand will continue to grow, especially in Asia. EVs will never gain meaningful market share. There are stunningly cheap stocks.
Coal.
Public REITS look the most hated per the poll.
If rates are topping out and occupancy = job recovery eventually then it looks like cracking value here.
What's Cable's answer to fixed wireless? Every cable bull I've read has dismissed it as a competitive threat, but T-Mobile and Verizon adding fixed wireless pretty quickly now
Verizon's 5g home internet goes up to gigabit speeds for like $35/month and $25 a month for 300 mbps with 10 year price locks. T-Mobile offers something similar. These services are much cheaper than Charter's non promotional pricing.
The cable story doesn't work if there's real competition. Margins will get squeezed. Verizon and T-Mobile can "lose" but absolutely trash Charter's margins. I expect broadband prices in the US to fall in the coming 24 months.
You should get the management team of DVD NO on that is a very interesting offshore play with potentially very significant upside. Also if you think the US REITS are interesting - you should take a look at UK/EU ones