TheOldEconomy Substack
Mihail Stoyanov, Hugo NavarroYour map to excess returns in obscure markets. Interested in Brazil and beyond? Get your guide "How to invest in Brazil in 2026".
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 362 | Subscribers | Read | theoldeconomy.substack.com |
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A 3-4x in the Next Offshore Squeeze? Betting on Jackups
Today we will talk about a corner of offshore drilling that never gets the glory, yet supply and demand is as attractive as in the drillship market and valuations are less demanding.
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Authors
The writers behind this newsletter.
I am Mihail, an excess return hunter in obscure markets. Interested in Brazil and beyond? Check TheOldEconomy.
I help investors find undervalued companies that are largely overlooked by analysts. Returns: 2025: 64.3% | YTD: 6.82%
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