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Clemens Scholl

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  • Golden Ocean Sees A Silver Lining
    on Nov. 23, 2012 GDOCF 8 Comments
  • Orascom: Separation Of Fertilizer And Construction Business Presents A Spin-off Opportunity
    on Jan. 29, 2012 AGU, YARIY, ORSTF 6 Comments
  • Kubota Buys Kverneland On The Cheap
    on Dec. 19, 2011 TM, KUBTY, CNH 7 Comments
  • Frontline Restructuring: Breaking Even In The Oil Tanker Industry
    on Dec. 12, 2011 FRO, SFL, VLCCF 38 Comments
  • Book Review: Matt McCleery's 'The Shipping Man'
    on Nov. 16, 2011 SEA, FRO, SFL 23 Comments
  • 15% For 15 Years: Michael J. Smith's Outstanding Track Record
    on Aug. 30, 2011 MIL, KHDHF, BUERF 69 Comments
  • Determining The 10-Year Return For Altria/Philip Morris Investors
    on Aug. 30, 2011 MO, MDLZ, PM 14 Comments
  • Terra Nova Has Noble Aspirations
    on Aug. 17, 2011 MIL, NOBGF, KHDHF 25 Comments
  • Why Frontline's a 10-Bagger
    on Jul. 25, 2011 SFL, GDOCF, FRO 202 Comments
  • Pargesa and GBL: A Tale of Two Discounts
    on Jun. 28, 2011 BNPQY, PWCDF, PRGAF 24 Comments
  • Knightsbridge: Is the Tanker Company Targeting an Acquisition?
    on Jun. 28, 2011 FRO, GDOCF, VLCCF 32 Comments
  • Investing in Global Hydropower Stocks
    on May. 30, 2011 RSHYY, TBLEY, GDFZY 24 Comments
  • Dividends Made in Germany: A Review of Payouts of the DAX Index
    on May. 11, 2011 EWG, DAXXF, ADDDF 24 Comments
  • NYK's Latest Fact Book: Insight on the Shipping Industry
    on May. 11, 2011 SEA, NPNYY, AMKBF 18 Comments
  • Thoughts on Byd Co.'s Shenzhen Listing
    on May. 9, 2011 BYDDF, BYDDY, BYDIF 27 Comments
  • For Whom the Road Tolls: Reviewing Listed Toll Roads, Bridges and Tunnels
    on May. 3, 2011 VCISY, VCISF, ABRTY 35 Comments
  • Celesio: An Undervalued Drug Wholesaler That Could Double in Price
    on May. 3, 2011 WAG, CVS, PMC 24 Comments
  • Assessing the Value of Glencore's Investments Ahead of Its IPO
    on Apr. 12, 2011 XSRAY, XSRAF, KATFF 16 Comments
  • Which Japanese Gas Utility Is the Best Buy?
    on Mar. 28, 2011 EWJ, SCJ, DXJ 11 Comments
  • John Fredriksen's Largest 2010 Investments Outperform
    on Mar. 28, 2011 FRO, SFL, GLNG 41 Comments
  • Likelihood of Pargesa Going Private Dramatically Increases
    on Mar. 22, 2011 PRGAF 17 Comments
  • Chaoda Modern Agriculture: A Green Giant for the Price of a Dwarf?
    on Mar. 18, 2011 CMGHF, AGRO, DBA 435 Comments
  • Terra Nova's Royalty: A Strong Income Stream
    on Feb. 14, 2011 MIL, CLF, KHDHF 21 Comments
  • Notes From KHD Humboldt Wedag's Annual General Meeting
    on Feb. 7, 2011 KHDHF 16 Comments
  • Cheers: An Analysis of 10 Liquor and Spirits Industry Stocks - Part 2
    on Jan. 25, 2011 BF.B, DEO, LVMHF 5 Comments
  • Cheers: An Analysis of 10 Liquor and Spirits Industry Stocks - Part 1
    on Jan. 25, 2011 DEO, PDRDY, PDRDF 1 Comment
  • Buffett’s German Connection: The Berkshire Stock You May Not Know
    on Jan. 19, 2011 BRK.A, BRK.B, KROMF 4 Comments
  • Terra Nova Royalty Still Owns 3% of KHD Humboldt Wedag
    on Jan. 2, 2011 MIL, KHDHF 17 Comments
  • Two Buyout Candidates in the European Tobacco Industry
    on Dec. 29, 2010 MO, PM, BTI 10 Comments
  • What Happened at Terra Nova Royalty and KHD Humboldt Wedag This Year?
    on Dec. 26, 2010 MIL, KHDHF, MFCAF 16 Comments
  • Offshore Drilling and Shipping: Mapping John Fredriksen’s Holdings
    on Dec. 21, 2010 SDRL, FRO, SFL 23 Comments
  • Sumitomo Chemical Is Not Giving Up on Agrochemicals
    on Dec. 20, 2010 SOMMY, NUFMF, MON 1 Comment