In short: Mentioned in passing — a Methanex visit (a methanol plant relocating from Chile to Geismar, Louisiana) is how he ended up driving to New Orleans and getting "tempted" into Tidewater.
Methanex is the world's largest producer of methanol. It comes up only in passing: a visit to Methanex (which was relocating a methanol plant from Chile to Louisiana) is what put Robotti on a road trip to New Orleans, where he stopped in on Tidewater and got "tempted" into the stock.
It's a storytelling detail about how he stumbles onto ideas, not a recommendation here.
22:54first invested in it, so I went down to visit, Methanex has, they were moving a methanol plant from Chile to Geismar, Louisiana. And so in that process I went down to do a road trip and I'm in New Orleans. I go, who do I want to visit? Tidewater. I said I don't want to visit Tidewater.
In short: Mentioned in passing — a field trip to Methanex (a methanol plant relocating from Chile to Geismar, Louisiana) put him in New Orleans, where he stopped in on Tidewater "and got tempted." Same anecdote as the 2025 SumZero talk.
1:14:28replace these vessels, and then who the hell wants to invest in servicing energy exploration and production companies offshore given the kind of ESG concerns? So is that the sort of analysis you're doing here? It is. And that's what happened — I was down in New Orleans, we went on a field trip to go see Methanex, that owns methanol plants, they were relocating a methanol plant from Chile to the Geismar, Louisiana. So it was a field trip to Geismar, and
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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.