Disruptive Investor
Long/short equity, deep value, event-driven, macro

Dril-Quip: A Potential Long-Term Value Creator

In this investment essay, I will discuss Dril-Quip (NYSE:DRQ), which is a potential long-term value creator for investors. The stock idea has been arrived at using a bottom-up approach. I will however discuss the industry fundamentals, which will drive revenue growth for the company.

Before I discuss the investment thesis, I must mention here that the broad markets have surged significantly in the recent past and a correction is very likely over the next few months. Investors therefore can consider exposure to this stock, or any other stock in a staggered manner at this point of time.

The Company

Dril-Quip designs, manufactures, sells and services offshore drilling and production equipments that are well suited for deepwater, harsh environment...

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