Drilling into Borr with Benjamin Kelleran

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Drilling into Borr with Benjamin Kelleran

And other opportunities he's currently seeing.

Ferg

Mar 29, 2024

∙ Paid

Today's chat is with Benjamin Kelleran, who writes the Kontrarian Korner Substack. He walks me through his thesis on Borr Drilling. This was one of those conversations I loved since I passed on Borr …

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