What's The Barrier to Entry That Benefits Yangzijiang? China Financier Of Last Resort?
1) What Is The Biggest Change In Ship Financing? And Who Benefits?2) Who Is The Misunderstood White Knight In Shipping & Its Capital...
294 Views
Yangzijiang Shipbuilding Must Be Clever to Prosper In A Government Regulated Industry (Part 2)
1. How did China’s shipbuilding industry develop? 2. Subsidies – “Lend to Mend and Prosper?” or Not? 3. Barriers to Entry – How will competitors...
435 Views
The Silver Lining and STAR in China’s Shipbuilding Cloud
Father, a Risk Taker to the conservative son – What’s next? Does the apple fall from the tree? Inflection point for shipbuilding in China –...
422 Views
Asia-Pac Stocks Priced For Liquidation
When investors are chucking in the towel, including the event space (RV, risk arb etc.), it's time for some old school perspective. In this...
741 Views
Extreme Valuations: Global Stock Ideas Using the BORUC Yield
The Bucephalus Idea Generator (BIG) picks stocks by combining our work on Creative Accounting and our work on capex and valuation cycles to see...
664 Views