Tidewater: Higher pricing offsetting lower utilization (NYSE: TDW)
For nearly a decade, I held research analyst positions at various investment firms, primarily in Toronto. In the summer of 2021, I left the city and moved into the yurt I built in the northern forest. I went from living in downtown Toronto to living alone in the woods about 100 kilometers from the nearest paved road or grocery store. Relationship, ultimately, with God. Knowing that I can have my basic needs met even when alone in the woods allows me to replace the anxiety I feel in the city with love. . I deeply understand the importance of timing in maximizing the impact of my actions. When the timing is wrong, not only is the impact not maximized, it can actually become destructive. The fourth dimension is my greatest weakness and I am learning to live by its principles. I’ve been in this business for 29 years and the call options are now in the money. I’m willing to face higher volatility in order to maximize its value, and that’s what I go into the woods for. From the perspective of a long-term volatility trader, a life of comfort and entertainment minimizes the value of people’s lives. The upheaval I have experienced in my personal life during the pandemic has been one of the most precious gifts I have received to date, and the rewards have been life-changing. My journey into the financial markets began when I was 14 years old. After working in the investment industry for nearly a decade and spending two years alone in the woods, I now understand that my journey was spiritual in nature. Therefore, comparing my returns to the returns of other people or indexes is self-defeating. My self-evaluation process is based on my former self and nothing else. My goal is to grow as a person, make mistakes, and learn from them. Unfortunately, I have a hard time learning from other people’s mistakes because I need direct experience to fully absorb the lessons. Writing has always been an important part of my research process and now I want to share it with the world since my audience has been limited to a select few in the past. This profile should be considered a personal notebook of one’s life journey. If I do something right, tell myself I’m lucky. I’m not recommending anything to anyone, and if you read what I write too seriously you might end up alone in the woods, so be careful. Nor will it be stolen away by thieves, for where your treasure is, your heart is also there. Matthew 6:19 “Look at the birds. They do not plant, harvest, or store food in barns because your heavenly Father feeds them. Aren’t you more valuable to Him than they are?
Analysts revealed: I/we hold an advantageous long position in TDW stock through equity, options or other derivatives. This article was written by myself and expresses my own opinions. I received no compensation (other than from Seeking Alpha). I have no business relationships with any of the companies whose stock is mentioned in this article.
This article should be considered part of a personal notebook documenting one’s journey. Please consider that I have been wrong all along. I can’t advise anyone.
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