Value Investing and Lifelong Learning with Cole Smead
Excess Returns
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How Much Did I Know About the Oil Tanker Business?
One of our criteria is strong insider ownership, preferably with recent purchases. John Fredrickson is the large capital allocator in the oil tanker business. He's been out trying to consolidate a company called Euronav and then he's also been buying up a company called International Seaways. We actually think about it more like a quant would, to be honest.
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