Cannibal Stocks

Cannibal Stocks

August 2026

Tidewater (TDW): The $225,000 Boat They Laughed At Built the Biggest Fleet on Water
“That was a new scheme that people kind of laughed about when they first saw it.
 • Cannibal Stocks
Who Really Runs Seadrill (SDRL)?
I Put Both CEOs Through Five Tests.
 • Cannibal Stocks
Seadrill (SDRL): The $22 Billion Offshore Empire That Went to Zero Twice
Shareholders were wiped out in 2017 and again in 2022. The same rigs are back with almost no debt, eating their own shares, and priced like nobody…
 • Cannibal Stocks
Alpha Metallurgical Resources (AMR) vs. Warrior Met Coal (HCC)
Wonderful Business vs. Wonderful Investment
 • Cannibal Stocks
Alpha Metallurgical Resources, Inc. (AMR): The Beginning of the End
Alpha is losing money, the stock is down half, a storm destroyed its export terminal, and now Pabrai trimmed.
 • Cannibal Stocks
The Autopsy: Three Gas Producers, One Table
One discovered the basin. One rose from the most infamous corpse in shale. One is older than the light bulb. Only one is the best bet in the gas market.
 • Cannibal Stocks
America Runs Out of Natural Gas in 2028
A hedge fund modeled every gas well in the country and found a crisis nobody is pricing. I checked the math. Then I found three companies that win even…
 • Cannibal Stocks
This $500M Oil Company Has Saudi Aramco Costs. I Packed My Bags.
Lifting cost $4.30 per barrel. Saudi Aramco pays $3.50. The state owes this company a quarter of its market value.
 • Cannibal Stocks
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