🎯 Journey & Investing Career – How Dylan launched a fund & advice for full-time investors.
🔍 Stock Screening & Strategy – Finding hidden gems & essential tools.
🧠 Psychology & Discipline – Turning past losses into new opportunities.
🌊 Offshore Drilling Opportunity – Deepwater rig market & basket approach.
🏢 Valaris Insights – Management, insider ownership & John Fredriksen’s stake.
🔥 1 hour of pure investing wisdom – don’t miss it! ⏳📺
Connect with Dylan:
Twitter - https://x.com/ragingbullcap
Substack - https://ragingbullinvestments.substack.com/
Connect with me :)
Linkedin - https://www.linkedin.com/in/david-barbato/
Twitter - https://twitter.com/ghrxcutvjb
Substack - https://valuehunt1.substack.com
Spotify - https://open.spotify.com/show/7jWVlCZo9fRlIMf8W1zgD2?si=212493dfde8a4743
Time Stamps:
00:00:00 Intro
00:04:15 Taking the Leap to Full-Time
00:10:00 Typical Day
00:12:55 Manual Screening
00:18:00 How to learn about a new industry?
00:25:00 Offshore Drilling Thesis
00:36:00 Basket Investing
00:42:40 Thesis Break
00:48:49 John Fredriksen
00:52:44 Taking Advantage of Drawdowns
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