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…
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A lucrative logistical choke point
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But in practice it doesn't
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It will get worse before it gets better
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Iran ambitions and possible futures
Looking at the potential and limitations of Iran/Persia
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Return of an empire?
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I am currently finishing a short family holiday in Poland in the Tatra mountain. So publication schedule has been a bit slower than normal. I will soon…
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Cyclical Value Investing