WRITINGS
Offshore Drilling : Here Comes the Sun
After Tidewater’s results earlier in the week, every major player in the offshore...
Nomad Foods : frozen food has a cold
Nomad Foods is Europe’s leading frozen food company, owning around 40% of its core categories...
Seacor : Dressing the Bride
Tidewater’s results were not the only bright spot in the OSV segment last week. Seacor also had...
Tidewater : free at last
It’s been months since we’ve had any good news from Tidewater. So, like every shareholder, I was...
Sodexo : reborn at 60
Being 60 in France used to be the age at which you retire. End of the road, thanks for your...
Berkshire : Reflections from the Pilgrimage
3 weeks after the BRK AGM and 3,500 miles across Nebraska, South Dakota, Montana, Wyoming and...
