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Clemens Scholl

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  • Golden Ocean Sees A Silver Lining
    on Fri, Nov 23, 2012 • GDOCF.PK • 7 Comments
  • Orascom: Separation Of Fertilizer And Construction Business Presents A Spin-off Opportunity
    on Sun, Jan 29, 2012 • AGU, YARIY.PK, ORSTF.PK • 6 Comments
  • Kubota Buys Kverneland On The Cheap
    on Mon, Dec 19, 2011 • TM, KUB, CNH • 7 Comments
  • Frontline Restructuring: Breaking Even In The Oil Tanker Industry
    on Mon, Dec 12, 2011 • FRO, SFL, VLCCF • 38 Comments
  • Book Review: Matt McCleery's 'The Shipping Man'
    on Wed, Nov 16, 2011 • SEA, FRO, SFL • 21 Comments
  • 15% For 15 Years: Michael J. Smith's Outstanding Track Record
    on Tue, Aug 30, 2011 • MIL, KHDHF.PK, BUERF.PK • 61 Comments
  • Determining The 10-Year Return For Altria/Philip Morris Investors
    on Tue, Aug 30, 2011 • MO, MDLZ, PM • 14 Comments
  • Terra Nova Has Noble Aspirations
    on Wed, Aug 17, 2011 • MIL, NOBGF.PK, KHDHF.PK • 25 Comments
  • Why Frontline's a 10-Bagger
    on Mon, Jul 25, 2011 • SFL, GDOCF.PK, FRO • 202 Comments
  • Pargesa and GBL: A Tale of Two Discounts
    on Tue, Jun 28, 2011 • BNPQY.PK, PWCDF.PK, PRGAF.PK • 24 Comments
  • Knightsbridge: Is the Tanker Company Targeting an Acquisition?
    on Tue, Jun 28, 2011 • FRO, GDOCF.PK, VLCCF • 32 Comments
  • Investing in Global Hydropower Stocks
    on Mon, May 30, 2011 • RSHYY.PK, TBLEY.PK, GDFZY.PK • 24 Comments
  • Dividends Made in Germany: A Review of Payouts of the DAX Index
    on Wed, May 11, 2011 • EWG, DAXXF.PK, ADDDF.PK • 24 Comments
  • NYK's Latest Fact Book: Insight on the Shipping Industry
    on Wed, May 11, 2011 • SEA, NPNYY.PK, AMKBF.PK • 18 Comments
  • Thoughts on Byd Co.'s Shenzhen Listing
    on Mon, May 9, 2011 • BYDDF.PK, BYDDY.PK, BYDIF.PK • 27 Comments
  • For Whom the Road Tolls: Reviewing Listed Toll Roads, Bridges and Tunnels
    on Tue, May 3, 2011 • VCISY.PK, VCISF.PK, ABRTY.PK • 35 Comments
  • Celesio: An Undervalued Drug Wholesaler That Could Double in Price
    on Tue, May 3, 2011 • WAG, CVS, PMC • 19 Comments
  • Assessing the Value of Glencore's Investments Ahead of Its IPO
    on Tue, Apr 12, 2011 • XSRAY.PK, XSRAF.PK, KATFF.PK • 16 Comments
  • Which Japanese Gas Utility Is the Best Buy?
    on Mon, Mar 28, 2011 • EWJ, SCJ, DXJ • 9 Comments
  • John Fredriksen's Largest 2010 Investments Outperform
    on Mon, Mar 28, 2011 • FRO, SFL, GLNG • 41 Comments
  • Likelihood of Pargesa Going Private Dramatically Increases
    on Tue, Mar 22, 2011 • PRGAF.PK • 17 Comments
  • Chaoda Modern Agriculture: A Green Giant for the Price of a Dwarf?
    on Fri, Mar 18, 2011 • CMGHF.PK, AGRO, DBA • 410 Comments
  • Terra Nova's Royalty: A Strong Income Stream
    on Mon, Feb 14, 2011 • MIL, CLF, KHDHF.PK • 21 Comments
  • Notes From KHD Humboldt Wedag's Annual General Meeting
    on Mon, Feb 7, 2011 • KHDHF.PK • 16 Comments
  • Cheers: An Analysis of 10 Liquor and Spirits Industry Stocks - Part 2
    on Tue, Jan 25, 2011 • BF.B, DEO, LVMHF.PK • 5 Comments
  • Cheers: An Analysis of 10 Liquor and Spirits Industry Stocks - Part 1
    on Tue, Jan 25, 2011 • DEO, PDRDY.PK, PDRDF.PK • 1 Comment
  • Buffett’s German Connection: The Berkshire Stock You May Not Know
    on Wed, Jan 19, 2011 • BRK.A, BRK.B, KROMF.PK • 4 Comments
  • Terra Nova Royalty Still Owns 3% of KHD Humboldt Wedag
    on Sun, Jan 2, 2011 • MIL, KHDHF.PK • 17 Comments
  • Two Buyout Candidates in the European Tobacco Industry
    on Wed, Dec 29, 2010 • MO, PM, BTI • 10 Comments
  • What Happened at Terra Nova Royalty and KHD Humboldt Wedag This Year?
    on Sun, Dec 26, 2010 • MIL, KHDHF.PK, MFCAF.PK • 16 Comments
  • Offshore Drilling and Shipping: Mapping John Fredriksen’s Holdings
    on Tue, Dec 21, 2010 • SDRL, FRO, SFL • 23 Comments
  • Sumitomo Chemical Is Not Giving Up on Agrochemicals
    on Mon, Dec 20, 2010 • SOMMY.PK, NUFMF.PK, MON • 1 Comment