Paid 8 min read
The SLB setup the barrel bears miss
Subscribers get the full thesis, the levels, and my positioning on SLB. Subscribe to read on.
SLBLast 30 days
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Stock
SLB
Notes mentioning SLB
3Free 6 min read
Why SLB screens cheap on FCF
Capital discipline is finally structural, and FCF yields reflect disbelief.
SLBLast 30 days
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Paid 11 min read
SLB: distributions are covered
Subscribers get the full thesis, the levels, and my positioning on SLB. Subscribe to read on.
SLBLast 30 days
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