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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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 include 3 AHTSs, 4 PSVs, and 2 OSCVs. Average age of the vessels is 11 years.The vessels will be transferred in exchange of Siem's 35% stake in Siem Offshore and the...
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FEEL FREE TO REACH OUT TO DISCUSS IDEAS, INSPIRATIONS, OR JUST SAY HELLO – I WILL BE HAPPY TO CONNECT WITH YOU
