Detailed view for this entity.
“you can see immediately Pabry's portfolio is super concentrated. There's no AI software or big tech to be seen. Instead, his largest additions are in coal companies and offshore drillers.”
“But Pabry is known for investing in industries that the rest of the market hates or overlooks.”
“AMR leadership has been aggressively buying back shares, holds a ton of cash, and they are currently rated as 30% undervalued by Investing Pro.”
“But the other big bet that PBR is making is in offshore oil drilling.”
“Pabry even trimmed some of his positions this quarter, selling his shares in Noble Corporation, an offshore drilling contractor.”