I love love love the stories of swashbucklers and voyages of discovery that pepper the finest investment teaser ads — long lost islands, pirate treasure, ancient mines left fallow since the days of the Pharaohs … now that’s how you pitch an investment idea! If we didn’t all want a little of the romance of […]
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I’ve written several times lately about deepwater drilling rigs, including, of course, my enthusiasm for Seadrill — but until earlier this year I also owned one of the bigger rig builders, a position I closed in the Spring. Why? And why wouldn’t one want to own the big shipyards and rig builders at a time […]
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