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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.
Let's look briefly at Tidewater (TDW – USA), a position that we started buying in January of 2022 at a price of around $12. The shares ended...
— Harris "Kuppy" Kupperman
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Other investors who've written on Tidewater Inc.
Tidewater is the largest global fleet operator of specialized offshore support vessels (OSVs), providing marine transportation, logistics, towing, and anchoring services to offshore oil and gas platforms and drilling rigs. Black Bear maintains...
Tidewater operates in the highly consolidated offshore energy services sector, which is benefiting from a tight supply-demand balance and strong pricing power. Although the manager...
We own a collection of offshore services companies (drillships, jack-ups and OSVs), in the belief that offshore spending will increase in the future as a percentage of overall oilfield spending.
More institutional theses from Praetorian Capital Management
JOE owns approximately 165,000 acres in the Florida Panhandle.
Marex focuses on trading solutions for mid-market commodities firms, hedge funds and futures speculators.
JOE owns approximately 165,000 acres in the Florida Panhandle.