Sable Offshore Offers Convexity For 2025

Group 1 - The article discusses investment strategies focused on value-oriented ideas, particularly in mid/small cap stocks, and emphasizes the importance of catalysts for potential asymmetric upside/downside payoffs [1] - There is a mention of Sable Offshore (NYSE: SOC), which is identified as a risky former SPAC that holds rights to an oil production complex off the coast of California [4] - The company has faced significant operational challenges, including a complete shutdown of activities following a pipeline spill in 2015 [4]