Seadrill: Disappointing Quarter But Improving Medium-Term Prospects

Core Insights - The article emphasizes the strong performance of the analyst team, highlighting a 10-year track record that demonstrates the ability to outperform across various market conditions with an annualized return of almost 40% and a long-only model portfolio return of over 23x [1]. Company Insights - Seadrill Limited (SDRL) is mentioned as a company that has been previously covered, indicating ongoing interest and updates regarding its performance and market position [2]. Industry Insights - The focus of the analysis has expanded beyond tech stocks to include the offshore drilling and supply industry, as well as the shipping industry, which encompasses tankers, containers, and dry bulk [3].