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Subsea 7 and a Lifetime of Value Investing with Bob Robotti (Ticker: SUBC)
Description
Subsea 7 delivers offshore projects and services for the energy industry worldwide. The company provides project management for heavy machinery offshore projects. This includes everything from design to installation. Listen as Brett and Ryan ask Bob questions about the company, its business model, and valuation. Enjoy the show!
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Timestamps
Subsea 7 | (9:27)
Differentiation | (30:35)
Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
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