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So the biggest challenge as I sit here and type is to begin building the backlog of companies that are potential investments.

So to get going -- I'm going to leverage work already done ahead of me and use that to get a foothold in this project.

With that said the first two names I'm going to look at are

Parker Drilling Co. (PKD)
Trinseo S.A. (TSE)

I don't have any previous knowledge of either and will go in to both thinking they are potential investments. I will use these 2 to hopefully build some format that we can use to report research done.

Ultimately what I would like is our "back catalogue" of work that is the source of a watchlist. I don't know if its realistic or not but I that's the goal.

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