Feb. 16 at 8:47 PM
$DTI has been executing really well and the market is showing no love. Small cap oilfield services, impressive EBITDA and revenue up over 40%. Could be a swing here if crude stays constructive. No position yet.
$EAF potential deep-value cyclical I'm watching. Just watching for now. Only thing I'm holding big is
$NWGL , looks like they are finally ready to move.