Topic Archives: Seadrill (SDRL)


Hi Travis, I’ve read your column for probably 5 years at least, perhaps longer. I respect your fundamental analysis (I’m more a tech trader). My question is a valuation one on SDRL…I know you have owned it in the past and I was trying to figure out if there is a margin of safety in […]

Friday File: VIC Impressions, Altius, Seadrill and “How to make Netflix pay YOU ‘Internet Royalties’ for EVERY movie it rents”

I always get a lot of food for thought when I go to the Value Investing Congress, so I’ve got a teaser solution and some updates for your Friday File enjoyment but I thought I’d start with some musing about the Congress ideas that percolated to the top for me on the train ride home… […]

SDRL thoughts

First, I salute your business model; when I first found $G, I was pleased to subscribe, I consider it an investing rosetta stone. I am an emeritus chemistry professor and have been learning the ropes of the stock market for the last two years. During that time I invested in SDRL and continued to purchase […]

Drillers and Pumpers

We’re sharing another “Thoughts from Myron” piece this week as well, so I’ll keep my Friday comments a little briefer than usual. You can catch that latest piece from Myron here, hopefully you’ll find the different perspective he brings to be useful or illuminating in some way. I had Seadrill on the mind earlier this […]

Full Steam Ahead

Seadrill (SDRL) is still cooking away — our favorite deepwater drilling company continues to tinker with its portfolio and book new deals for its growing fleet of floaters and jack-ups, and the prices continue to be very high. Oh … and, as expected, they raised the dividend again. So even though the shares are up […]


  • Travis Johnson, Stock Gumshoe

    Seadrill was a stock I wrote about a lot back in 2006-2008, but they certainly did fall on hard times, fueled by the mas...

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