Topic Archives: Subsea 7 (SUBCY)

This article was originally published on November 13, 2013. The ad is circulating again and generating questions from readers, so we’re re-running it for you — the ad is still largely unchanged, and the three “secret” companies are still the same. The largest, FANUY, has matched the S&P with a 9% gain since the article […]

These are my notes and instant reactions from a presentation at the Value Investing Congress, the notes below might contain errors, paraphrases, incorrect quotes, or misinterpretations. Remily was one of the folks who built up the equity business at PIMCO, and he now has his own business called Northwest Priority Capital as a long biased […]


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