Judd Arnold: Seeking Convexity in Offshore Energy

Hey guys! This week I'm stoked to have Judd Arnold on the podcast. Judd runs Lake Cornelia Research Management, a hedge fund and bespoke investment research firm. Judd joined The Value Hive to break down the Offshore Energy Industry. Most of the podcast discusses convexity, how to find it within the offshore space, and how to compare various convexity levels between industry opportunities. You can easily tell Judd knows his industry inside out, which makes for a highly educational (and entertaining!) conversation. If you'd like to learn more about Judd, DM him on Twitter @CorneliaLake. Finally, thanks to the following sponsors for making the podcast a reality! Mitimco This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns to support MIT's mission. To help the emerging manager community more broadly, they created emerg