I know a lot of pretty boring guys who have great social circles in cities they moved to as strangers.
Not charming. Not the loudest guy in the room.
They just aren't embarrassed.
They go back to the same place every week even after nobody talked to them the first 4 times.
They learn the staff's names and then actually use them.
They ask a guy for his Instagram without making it weird, because they decided ahead of time that it isn't weird.
They text first. Then they text again when he doesn't reply.
They book a table for 6 and send it to 5 people and let 2 show up.
They don't lie in bed at night replaying how a conversation went.
They just keep showing up.
You could literally just fly to New Orleans and grab a boudin with a 68 year old founder in Houma who builds 70% of the Gulf's salt rated switchgear, close your first acquisition over crawfish at Commander's Palace, roll up five fabrication shops buried along Bayou Lafourche between Morgan City and Port Fourchon, get written into the first thirty rig conversions, sell the whole thing at 17x to an Abu Dhabi fund, spend your summers in Cap Ferrat with a brunette who is obsessed with Rothko and Twombly, dinner at La Chèvre d'Or, and your winters in Aspen.
— but you will not.
The Gulf has hundreds of platforms past peak and stranded gas. The plan: burn it on site for compute.
A conversion needs gas engines, titanium heat exchangers, marine switchgear and fiber.
Houston and Louisiana shops supplying them sell for 4 to 6x EBITDA.
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