Archive - Cannibal Stocks

Breaking: The Offshore Monopoly Is Legal Now!

Transocean (RIG) Owns 40% of the World’s Drillships

20 hrs ago • Cannibal Stocks

SED Energy: The 40% Dividend. Signal or Noise?

What SED Energy pays after the merger

Oct 13 • Cannibal Stocks

Inside SED Energy: The Craziest Dividend Setup in Offshore

Is this 20% dividend real?

Oct 11 • Cannibal Stocks

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 • Cannibal Stocks

Group 1 Automotive (GPI): The CEO Takes a Driving Test

His pay, his stock purchases, and the $1.3 billion Hennessy deal.

Oct 6 • Cannibal Stocks

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 • Cannibal Stocks

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 • Cannibal Stocks

September 2026

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 • Cannibal Stocks

The US Is Planning a Diesel Export Ban

What it means for the five stocks I own

Sep 27 • Cannibal Stocks

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 • Cannibal Stocks

The Last Pipe Standing

On April 15, 2023, Germany switched off its last three nuclear plants.

Sep 24 • Cannibal Stocks

Portfolio Update: I Sold a Wonderful Business and Bought Two Hated Ones

A letter to the subscribers of Cannibal Stocks

Sep 22 • Cannibal Stocks

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