Oceaneering International (NYSE: OII ) represents a compelling deep-value investment opportunity as it moves beyond its traditional identity as a cyclical oilfield service provider to become a central pillar in Western subsea warfare and global industrial automation. The urgent mandate toMy research is based on key market themes and works to identify setups that provide asymmetrical risk/reward profiles within these niches. My portfolio is currently built around 5 key themes: (1) Semiconductor Supply Chain, ...