5 thoughts on “howard lindzon interviewed me for wallstrip

  1. Interesting stuff. It should have been longer with more specific stock discussion. What about Yahoo valuation, management, share, etc etc.

  2. While I am long some oil/gas service names, the long term pricing contracts are ephemeral and will be broken by E&P’s the moment a new rig supply wave hits the market or drilling activity declines (depressing rates). That’s why these look so cheap!

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