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Market observer with legal background and interest in financial services, physical commodities trading, shipping and irrational exuberance. Values entrepreneurship and good governance, may also use some behavioral investment/contrarian criteria.

Full Index of Posts 9 posts, page 1 of 1

How To Add $100m To Your Company's Annual P&L With One Paragraph

Wed, Aug 22, 2012 • Shipping, Accounting
Depreciation Policies Part III: The U.S.-listed Containership Universe And Why Maersk Is Different

Sun, Jun 24, 2012 • AMKAF.PK, GSL, DAC
Some Thoughts on Euronav

Mon, Sep 5, 2011 • EONVF.PK, EONVY.PK, FRO
Depreciation Policies for Some Listed Tanker Companies - Euronav an Outlier

Mon, Jun 27, 2011 • EONVF.PK, EONVY.PK, FRO
TOP Ships: How to Pull Shares out of a Hat

Thu, Jun 23, 2011 • TOPS, TOPT, Shipping
Depreciation Policies for Some US-listed Drybulk Companies

Sat, Jun 11, 2011 • Shipping; Drybulk; Tankers; Depreciation
Paragon Shipping, Safe Bulkers and Operational Costs in Dry Bulk Shipping

Thu, May 26, 2011 • PRGN, SB, Shipping
On dry bulkers spinning off containership ventures

Tue, May 17, 2011 • DCIX, TEU, SB
SBLK, two capes and a surprisingly good deal

Fri, May 13, 2011 • SBLK, DSX

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StockTalks

Recommended Jens Weidmann (Bundesbank) interview in Le Monde: http://seekingalpha.com/n/797x and http://bit.ly/L7LjBN
May 28, 2012
I got back into Affymetrix (AFFX) @ $4.56 finally, also preparing for a buy at lower prices. Background here: http://seekingalpha.com/a/62ik
Nov 21, 2011
Scorpio Tankers (STNG) sells off after Clarksons say its a buy. No news. Clumsy exit? Worth the risk at $5.24. Let's see.
Sep 21, 2011

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Adjusted Return on Some Thoughts on Euronav More than two years ago John Fredriksen said “g...
Adjusted Return on Some Thoughts on Euronav A bit more than a year after this post Euronav ...
Jeremy Johnson on How To Add $100m To Your Company's Annual P&L With One Paragraph Thanks for pointing this out. Asset lives are a...
Adjusted Return on Some Thoughts on Euronav Both OSG and Euronav are on a run today on litt...
Adjusted Return on Some Thoughts on Euronav Frontline reported Q3 earnings today http://bit...

Most Commented

Some Thoughts on Euronav (7 Comments)
SBLK, two capes and a surprisingly good deal (2 Comments)
On dry bulkers spinning off containership ventures (2 Comments)
Paragon Shipping, Safe Bulkers and Operational Costs in Dry Bulk Shipping (2 Comments)
How To Add $100m To Your Company's Annual P&L With One Paragraph (1 Comment)

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