It is interesting that DRLL’s 2 largest holdings are Exxon and Chevron, the same companies that he ba she’s because of ESG. I was expecting to see holdings that were not focused on ESG, Based on that, I have no reason to add DRLL.
Good point, but perhaps we SHOULD be buying XOM and CHV to be the next "Engine No. 1" activists. Let's get a 0.001% stake in the stock and have the Board cave in to reason, like they did to E#1.
Hey David. Thanks for the podcast. Are you going to upload these to a podcast platform?
Are these going to be available on podcast platforms?
Have you looked closely at Roivant? Massive pump and dump. Exceptional talent for fleecing investors.
Thank you very much
Every politician should watch this
I am most grateful for your efforts
David and Vivek,
TKO! Keep up the good work.
It is interesting that DRLL’s 2 largest holdings are Exxon and Chevron, the same companies that he ba she’s because of ESG. I was expecting to see holdings that were not focused on ESG, Based on that, I have no reason to add DRLL.
Terry,
Good point, but perhaps we SHOULD be buying XOM and CHV to be the next "Engine No. 1" activists. Let's get a 0.001% stake in the stock and have the Board cave in to reason, like they did to E#1.