HEY, WELCOME TO SCOLOPAX
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.
Feel free to reach out, I’d be glad to discuss topics with you.
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Tidewater : free at last
It’s been months since we’ve had any good news from Tidewater. So, like every shareholder, I was really glad to read about the refinancing they announced on Monday. The effect is simple : Tidewater can now freely spend what it earns. Let’s rewind a bit. When you look...
Sodexo : reborn at 60
Being 60 in France used to be the age at which you retire. End of the road, thanks for your service. Fortunately that limit doesn’t apply to businesses. One of them turns 60 next year. It’s the #2 player in its industry and serves 80 million customers daily....
Berkshire : Reflections from the Pilgrimage
3 weeks after the BRK AGM and 3,500 miles across Nebraska, South Dakota, Montana, Wyoming and Colorado, I’m back home. I had plenty of time to digest the weekend in Omaha. I’ll try to keep it simple and mostly personal as many things have already been...
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