The Occasional Speculator

The Occasional Speculator

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UPDATE ON RIG AND PUMP
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UPDATE ON RIG AND PUMP

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The Occasional Speculator
May 24, 2023
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UPDATE ON RIG AND PUMP
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The oil service industry -both onshore (PUMP) and offshore (RIG)- is a key sector that we are heavily invested in as it fits our main speculative tactic of concentrating in industries that have ‘been out of favor’ but are now in a recovery mode that we predict will be extended. I also like both RIG and PUMP in particular as low price to book inflation h…

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