Barry Robbins

3 Long Ideas: Mitcham Industries, Key Technology and New Frontier Media

Thanks for the write-up. I used to own Mitcham. I think 3D-seismic is a very interesting "Peak Oil" sector play. In a world with declining oil reserves, I think 3D-seismic companies will become very important. I currently own BOLT and OYOG. Do you have an opinion on either of these?

Also, I owned NOOF for a while (after reading Joel Greenblatt's "Little" book). The stock never made much progress while I owned it.