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This is where I write about my journey through value(s) investing.
I am a strong believer that a good way to improve your decision making process and your thinking as a whole is to document it. This is why I build Scolopax, and by making this personal process public I hope to connect with like-minded fellows.
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Offshore Drilling : Here Comes the Sun
After Tidewater’s results earlier in the week, every major player in the offshore services/drilling industry has now published its latest set of results. Comments regarding future demand have been really positive from every company. The message is quite clear : the...
Nomad Foods : frozen food has a cold
Nomad Foods is Europe’s leading frozen food company, owning around 40% of its core categories through brands like Birds Eye, Iglo, and Findus. Founded as a SPAC by Martin Franklin (Jarden) and Noam Gottesman (GLG Partners) in 2014, the company began operations in 2015...
Seacor : Dressing the Bride
Tidewater’s results were not the only bright spot in the OSV segment last week. Seacor also had something to say. Let’s take a look. A week after releasing their Q2 results, Seacor announced they had sold 2 liftboats (their most valuable), mainly used in offshore wind...
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