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