This is somewhat triggered by B’s post on swiber and the issue of hindsight commentary.

It is not difficult to find what’s wrong with swiber, MPM, etc. but personally, DYODD is more about self-accountability and comfort level rather than anything else.

I remembered MPM had a price surge when it first announced its foray into Rig, if u have exited then, MPM is still a profitable (perhaps very) for some. I didn’t because I am not comfortable with the rig being built without a charterer. Does that mean I am a genius? No la, just that I am uncomfortable with that fact. Similarly, I thought oxley will blow itself up sooner or later, but it’s properties keep selling like hot cakes and it’s going places, and those overseas projects are also generally successful. But I am still uncomfortable, it’s not about whether we are right or wrong, but how u …