Ticker Transocean Ltd Ticker RIG Market cap $2.5B Website www.deepwater.com Dividend yield N/A Who could have seen it coming? In investing, timing can be a funny thing. I remember distinctively how 1 year 1/2 ago, any talk about investing in the energy sector was at the very best…
Analyzing the Great Game of our times
Cheap Aussie gold miner with growth and optionality
A multi-decades cycle has ended
A 2-decades long cycle is turning
S&P500 vs reality
and what's next
When it comes to discussing the future of energy, there is the usual renewable vs fossil fuel debate. I already discussed that extensively in this…
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Cyclical Value Investing