Remember the Etch A Sketch? That shiny red toy that allowed one to create line art as intricate as one’s patience would allow and then clear the slate with a shake? While I can’t remember picking one up in many … Continue reading →

Brazil Fast Food Corp. is a rapidly-growing fast food franchiser in one of the world’s most promising emerging markets, Brazil. From 2002 to 2012, the company grew revenues at an average annual pace of 15.6% and grew its operating margins … Continue reading →

The Awilco Drilling thesis has been generating some buzz, at least among the small contingent of value investors who can’t help but keep buying into obscure and illiquid companies. There’s a spirited debate going on over at the Corner of … Continue reading →

Awilco Drilling Plc owns two semi-submersible drill ships that operate in the North Sea. Awilco acquired these ships from Transocean in 2009 and spent the following years completing upgrades on the ships and signing contracts with oil drillers. Now that … Continue reading →