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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
We have 4 positions in offshore oil services. Offshore accounts for...
— Mohnish Pabrai
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Other investors who've written on Transocean Ltd.
More institutional theses from Pabrai Wagons Fund
Reysas REIT is a prominent Turkish industrial real estate owner and logistics provider that controls over 12 million square feet of prime Grade A warehouse space, representing the fund's largest position at 15.7% of assets. The manager maintains...
Valaris is a leading global offshore drilling contractor with a modern fleet of ultra-deepwater drillships and versatile jackup rigs, representing 4.4% of the fund's holdings. The manager expresses...
Odfjell Drilling ($ODFL.OL) represents 4.5% of the fund's portfolio.