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  1. Another Opportunity in Mexican Airports? • February 24, 2006

    “What shall we tell you? Tales, marvelous tales Of ships and stars and isles where good men rest, Where nevermore the rose of sunset pales, And winds and shadows fall toward the West.” – James Elroy Flecker, “The Golden Journey to Samarkand” Dear Capital & Crisis Investor, It has been a busy week for me. The whole port deal is creating [...]

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  2. Top-Notch Investors Convene in NYC • February 3, 2006

    Dear Capital & Crisis Investor, Hope you enjoyed the most recent letter, currently posted online. Let’s go with updates this week, as we have a few earnings announcements from our holdings. While earnings season has been good to us so far, with companies like AVX (AVX:nyse) and Imperial Sugar (IPSU:nasdaq) surprising the Street with good numbers, [...]

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  3. How to Find Good Businesses at Cheap Prices • February 1, 2006

    In some ways, the average investor is like a man looking for the right combination to get at the riches in a vault. Unlocking the market’s treasures – knowing which stocks to buy and sell – is a difficult mystery seemingly beyond his powers. If there were only a simple and reliable way to find great [...]

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