My most popular series of posts by far have been those on Awilco Drilling. Awilco has been a solid investment, providing a total return of over 70% since I first wrote about the company last May. Despite these results, the … Continue reading →

One of the investment strategies Alluvial Capital Management LLC offers is the “Global Quality & Income” portfolio, which seeks healthy current income and reasonable capital appreciation while taking on less risk than global equity markets. For the equity portion of this … Continue reading →

I have always taken a special interest in companies that operate in obscure or unusual industries, especially those with few or no publicly-traded competitors. So far as I can find, Australia’s Capilano Honey is the world’s only listed pure-play honey … Continue reading →