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Sell Africa Oil
I previously highlighted AOI.TO, now is the time to leave
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Invite your friends to read Calvin's thoughts
Get your subscription free when you refer others to read the blog
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Trade idea callout
Vertex has had a rough time ever since their Q2 hedging disaster, but when others are fearful...
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Mid year performance and positioning update
It's been a tough year - an absolute grind - but I'm very proud of the market beating results
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Marhelm graphical updates and next steps
I now have two designers and three shipping guys working full time. Here's what's coming next for Marhelm.
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Notes from Ecopetrol meeting
Today I met with several people from Ecopetrol. Here are my notes from the meeting.
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Meeting with Ecopetrol Tomorrow
I have a meeting scheduled tomorrow with Ecopetrol. If you'd like to get your questions in, please add them in this thread as a comment.
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The BAK Buyout Offer
An unexpected yet welcome buyout offer for BAK resulted in some unexpected short term upside
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Petrobras Q1 Earnings Analysis
Solid numbers with improved operating performance year over year despite lower Brent price
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Q1 Results for EC, PBR, and the BAK buyout offer
It's been an interesting few weeks for my favorite LatAm stocks. Here's a roundup.
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LatAm Oil Stock Update
YPF, Ecopetrol, Petrobras - How is it going, what's the outlook. Valuation, currency outlook, and political factors.
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I'm hiring a full time Javascript developer
A bit more info on what I'm looking for
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Recap from Colombia trip
I attended the Ecopetrol shareholders meeting in person and got a better feel for Bogota
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Ecopetrol and Petrobras - Conviction Test
EC and PBR have lost ~20% from the YTD highs and are both down ~7% YTD
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Altisource - Comic Relief
A few funny tidbits from current stats on the housing market and comments on Altisource debt refinancing
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Braskem - Risks & Opportunities
Braskem is one of the largest plastic companies in the world. Industry cyclicality and an environmental disaster have created a buying opportunity.