James Grant says his best stock pick of 2025 may still be cheap
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James Grant highlights Borr Drilling (BORR) as a top stock pick for 2025, noting its significant outperformance of the S&P 500. Despite its rise, Grant sees further value, especially after Borr's acquisition of five jack-up rigs from Noble for $360M. Marcelo Lopez of L2 Capital Partners points to a tightening market, with high utilization rates and potential supply shortages, suggesting Borr's valuation remains attractive. Grant's recommendations have outperformed the market by 4 percentage points this year.
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