I gave the Irregulars a quick preview of this one over the weekend, and a lot of folks have been asking about it, so I thought I ought to take a more detailed look. This is from an ad for the Energy Strategist newsletter, now run by Robert Rapier for Investing Daily, and, as always, […]
Markel released their earnings last night, and they were, well, typical very good Markel earnings — they actually had an above average year in some ways, with good underwriting and not much catastrophe loss and good increases in sales (written premiums). And now, after crashing to about 1.05X book value after announcing the Alterra acquisition, […]
Yesterday we took a look at Elliott Gue’s teaser for West African oil — a long pitch that started out with the discovery of a “daydreaming Irish accountant”, and today we’ll keep moving (you can see part one, which uncovered the tease of big Tullow Oil, right here). So today, as promised, we’re looking at […]
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I have been a subscriber to Oxford, and generally have been impressed with their conservative approach to stock selectio...