Thread by @NICKRADICAL4

@ShaiDardashti It is already underway, but I’m not sure how many others have picked up on it:

@ShaiDardashti Below lays out not only the entire thesis, but a consolidation thought experiment exactly like the railroad analog above:
esgian.com/articles/ma-ti…

@ShaiDardashti Essentially the cyclical upturn plus higher oil prices bakes in, let's call it a five-bagger. But if this consolidation thesis plays out, that's the angle to the fifty-bagger. Buffett has said it a million damn times: you need pricing power.

@ShaiDardashti $UNP Union Pacific stock hit a high of over $250 recently, yet had traded a little above $5 in 2000. So, call that a 22-year fifty-bagger. Buffett had remarked that he was actually a little late to railroads, whereas Bill Gates had pinpointed TSE: $CNR before him.

@ShaiDardashti The smoking gun for #offshore is that consolidation has begun. As seen in this thread.
@Ultradeep3 @OttoMaddox42