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SED Energy: The 40% Dividend. Signal or Noise?
What SED Energy pays after the merger
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What Is Transocean Worth Now?
Feb 11
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Cannibal Stocks
47
15
Buffett Named Three People He Would Trust With His Money. Two Are Famous. The Third Just Bet Half His Fund on a Car Dealer.
Jul 19
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Cannibal Stocks
40
6
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Akre Cut Mastercard to Buy a Junkyard Stock Down 50%. That Stock Is Copart (CPRT).
Jul 25
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39
10
14
Transocean (RIG) Bull Case: Why Offshore Drilling Bears May Be Wrong
Feb 15
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Cannibal Stocks
33
3
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Recent posts
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Inside SED Energy: The Craziest Dividend Setup in Offshore
Is this 20% dividend real?
Oct 11
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What If Pabrai Had Just Sat on His Ass? Every Idea He Ever Bought, Held Forever.
Every stock he reported since 2009. Zeros included.
Oct 9
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25
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4
Group 1 Automotive (GPI): The CEO Takes a Driving Test
His pay, his stock purchases, and the $1.3 billion Hennessy deal.
Oct 6
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14
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Did Group 1 Overpay for Hennessy? The Seller’s Own Banker Says It Was a Record.
Ten stores, a billion dollars of goodwill, and Toyota gets the final word by January 6.
Oct 4
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18
4
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Group 1's CEO Said "Competitive Advantages and Opportunities." A Car Dealer? I Went Looking.
What I found was written in 1997. It explains the strangest number in the deal.
Oct 1
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Cannibal Stocks
18
4
Group 1 Automotive (GPI) vs Alpha Metallurgical Resources (AMR)
The largest insider buys I have ever seen and the shorts betting against them.
Sep 29
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28
9
The US Is Planning a Diesel Export Ban
What it means for the five stocks I own
Sep 27
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15
2
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Odfjell Drilling: Europe Cannot Replace These Five Rigs. Is the Stock Worth $11?
I proposed to a billionaire in part one. Before the wedding I read the prenup.
Sep 25
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