Loading investment pitches...
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.
TDW appreciated approximately 22% during the third quarter and is up roughly 61% year to date. Tidewater is the...
— Adam Schwartz
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($50/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on Tidewater, Inc.
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.
In 2020 when oil traded below zero, drilling activity ground to a halt and many energy service providers declared bankruptcy.
More institutional theses from Black Bear Value Partners
Warrior Met Coal is a pure-play mining company that extracts premium metallurgical coal from underground mines in Alabama for export to global blast-furnace steel manufacturers. Black Bear holds...
Builders FirstSource manufactures and distributes building materials, prefabricated roof and floor trusses, and specialized framing components primarily for residential homebuilders across the United States. Black Bear maintains...
Core Natural Resources is a primary global producer and exporter of metallurgical coal, an essential input in blast-furnace steel manufacturing, as well as thermal coal utilized for utility baseload electrical power generation. The manager holds...