March 25, 2020 James Davolos on Intelligent Investing in Crisis Mode: Favoring Companies with Hard Assets Read More
March 21, 2020 Harris Kupperman on Intelligent Investing in Crisis Mode: The Case for Oil Tanker Companies Read More
July 7, 2017 Siem Industries, Ocean Yield, Wilh. Wilhelmsen: Opportunistic Logistics Providers with Recurring Revenue Read More
October 1, 2013 Bollore, Cie d’Entreprises CFE, OPAP, Sevan Drilling, Vivendi: Europe – Opportunity of a Generation Read More
May 1, 2013 DHT Holdings: Small Cap Oil Tanker Company Trading At Less Than Half of Intrinsic Value Read More
