Tidewater: Huge Upside On Tightening OSV Supply Amid Stable Offshore Production

Company Overview - Tidewater Inc. is a small-cap company with a market capitalization of $2.2 billion, showing improving market fundamentals and an attractive valuation that may not fully reflect its potential earnings in the coming years [1]. Investment Opportunity - The company is considered to have greater opportunities for mis-pricing and finding asymmetric investment opportunities, particularly in the context of smaller, under-covered companies where the downside risk is limited [1].