It would be fair to say that the offshore drilling sector is currently facing the perfect storm of events. Overcapacity has plagued the industry’s outlook for nearly twelve months now and the falling oil price has only compounded the industry’s problems.
The offshore drilling industry has been kicked in the teeth over the past twelve months. But as usual, for value investors, this has presented opportunity.
Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger
Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway.
Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK.
Rupert covers everything value investing for ValueWalk
Harmony Or Dissonance? The Good Corporate Governance Ideas Of Academics And Worldly Players by SSRN
Robert Charles Clark
Harvard Law School
January 9, 2015
Business Lawyer, Spring 2015, Forthcoming
Abstract:
This article, originally... Read More
Oil Versus Deep Value Stock Investing Smack-Down via Wendl Financial, author of The Net Current Asset Value Approach to Stock Investing: A Guide to Purchasing Stocks Trading below Liquidation Value
The... Read More
As the debate over climate policy continues to heat up, one California city just took an unprecedented step: Banning all new gas stations.
Q4 2020 hedge fund letters, conferences and... Read More
Foreign Banks Pack Their Bags In Switzerland by Matthew Allen, Swissinfo.ch
The foreign banking sector in Switzerland has been hit by a wave of dissolving or merging banks in recent... Read More
Indaba Capital Management, the event-driven opportunistic value fund, that employees a range of investment strategies, produced a positive net return for investors of 7.25% for 2017 and a gross... Read More
Should banks own and trade commodities? Citing a recent trend towards manipulative behavior, Americans for Financial Reform argues that the Fed should take for strong action to reduce bank... Read More
According to Preqin, improved performance in May and June has provided a more positive outlook for the hedge fund industry following the worst start to a year since 2008.... Read More
Guy Spier Gets Untied By Richard Hsu via BeyondProxy
Guy Spier Sat down to have a conversation with Richard Hsu.
Richard is an intellectual property attorney at Shearman and Sterling in... Read More
Despite a brief rally above $50 in the past week, oil prices were crushed yesterday falling to around $48.50 after US crude stockpiles were larger than estimated. Today, crude... Read More