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Demand Environment for National Oilwell Varco

February 26, 2016

With oil prices bouncing around $30 / bbl., we’ve gotten interested in investments in the Energy sector. As part of this, we’ve been doing a bit of work on National Oilwell Varco (NOV), an oil drilling equipment supplier known in the industry by its ticker-inspired nickname: “No Other Vendor.” We haven’t yet come to an …

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