Seadrill Limited (NYSE:SDRL) Q4 2023 Earnings Call Transcript February 29, 2024 Seadrill Limited isn’t one of the 30 most popular stocks among hedge funds at the end of the third quarter (see the details here). Operator: Thank you for standing by. My name is Eric, and I will be your conference operator today. At this […]
Starboard Value thinks domain-hosting-services firm GoDaddy is valued at a discount. Irenic Capital Management disclosed a large stake in engineered-products.
Patient Capital Management, a value investing firm, released its “Patient Capital Opportunity Equity Strategy” fourth quarter 2023 investor letter. A copy of the same can be downloaded here. During the quarter the strategy returned 17.6% net of fees compared to the S&P 500’s 11.7% return. The portfolio’s outperformance can be attributed to a three-factor model, where […]