Ocean Wilsons Holdings Ltd is a holding company that trades at a substantial discount to the market value of its assets: a majority stake in Wilson, Sons, and a diversified investment portfolio. Ocean Wilsons is based in Bermuda and trades … Continue reading →

I don’t typically do follow-up posts on companies I’ve written about before, figuring that all you readers out there are more interested in fresh ideas. However, Awilco Drilling continues to present such a compelling value proposition that it richly deserves … Continue reading →

SoTHERLY Hotels, Inc. owns nine upscale hotels located mostly in coastal markets in the American Mid-Atlantic and Southeast, as well as a minority interest in another hotel in Miami. SoTHERLY’s properties produce nearly twice the EBITDA they did in 2005 … Continue reading →