WRITINGS
MARR: a cheap industry leader on your plate
A leading company in a resilient industry trading at less than half its intrinsic value
Back from Omaha
Why did I go there for the third time ?
OSV industry: Kristian Siem’s hint
Siem Offshore recently announced that Kristian Siem would acquire 9 OSVs from the fleet. They...
Private Label likes chocolate too
Interesting data from Barry Callebaut : “We see a mix shift from food manufacturers or branded...
Learning to say “I don’t know”
Embrace your ignorance and get ready to learn.
