Search the analysis archiveFind articles by company, topic or issue. No results found Do you want to be notified when future blog posts are published? Understanding Fish Farming RSS Alan Cook 2025-05-26 Alan Cook 2025-05-26 Great Tech, Wrong Market: Lessons from the Billion-Dollar eFishery Bust Read More Alan Cook 2025-05-15 Alan Cook 2025-05-15 Can Salmon Get Seasick? Debunking a Maritime Myth in Closed-Containment Aquaculture Read More Alan Cook 2025-05-13 Alan Cook 2025-05-13 Graded Superior. Discounted Anyway Read More Alan Cook 2025-05-09 Alan Cook 2025-05-09 Why Mowi Is Rethinking Fish Feed—and What That Means for Investors Read More Alan Cook 2025-05-07 Alan Cook 2025-05-07 Scaling Into the Ceiling: Why Land-Based Salmon Has a Built-In Growth Problem Read More Alan Cook 2025-04-30 Alan Cook 2025-04-30 100 Vessels to Break the Market Read More Alan Cook 2025-04-28 Alan Cook 2025-04-28 The $1 Billion RAS Collapse: Critical Lessons from Atlantic Sapphire for Aquaculture Investors Read More Alan Cook 2025-04-24 Alan Cook 2025-04-24 Is $84 Million Too Much for a Fish Farming Vessel? Read More Alan Cook 2025-04-10 Alan Cook 2025-04-10 How Vessel-Based Salmon Farming Hacks the Regulatory Maze Read More Alan Cook 2025-04-09 Alan Cook 2025-04-09 Why This Unsexy Shipping Asset Might Disrupt a $25B Industry Read More Alan Cook 2025-04-08 Alan Cook 2025-04-08 Rethinking Salmon Farming: Mobile Platforms for Smarter Growth Read More Alan Cook 2025-04-07 Alan Cook 2025-04-07 The $250M Offshore Bet That Could Sink Land-Based Salmon Farming Read More Alan Cook 2025-04-04 Alan Cook 2025-04-04 Overcoming the Investment Status-Quo - Sunk Cost Vested Interest Read More Alan Cook 2025-03-11 Alan Cook 2025-03-11 Is Andfjord Salmon running out of money? Read More Alan Cook 2025-03-07 Alan Cook 2025-03-07 Chat GPT and Salmon Farm Analysis - starting to see some light at the end of the tunnel Read More Alan Cook 2025-02-24 Alan Cook 2025-02-24 The Economics of Farming in Bulk Tanker Vessels Read More Alan Cook 2025-02-17 Alan Cook 2025-02-17 Marinova - offshore salmon farming re-imagined Read More Alan Cook 2025-02-12 Alan Cook 2025-02-12 Salmon Evolution Q4 Report - my ruminations if you want them Read More Alan Cook 2025-02-11 Alan Cook 2025-02-11 Bulk Cargo Vessels – cheap as chips Read More Alan Cook 2025-02-05 Alan Cook 2025-02-05 Seawater Flow-Through - the rising star in salmon investing Read More Newer Posts Older Posts
Alan Cook 2025-05-26 Alan Cook 2025-05-26 Great Tech, Wrong Market: Lessons from the Billion-Dollar eFishery Bust Read More
Alan Cook 2025-05-15 Alan Cook 2025-05-15 Can Salmon Get Seasick? Debunking a Maritime Myth in Closed-Containment Aquaculture Read More
Alan Cook 2025-05-09 Alan Cook 2025-05-09 Why Mowi Is Rethinking Fish Feed—and What That Means for Investors Read More
Alan Cook 2025-05-07 Alan Cook 2025-05-07 Scaling Into the Ceiling: Why Land-Based Salmon Has a Built-In Growth Problem Read More
Alan Cook 2025-04-28 Alan Cook 2025-04-28 The $1 Billion RAS Collapse: Critical Lessons from Atlantic Sapphire for Aquaculture Investors Read More
Alan Cook 2025-04-24 Alan Cook 2025-04-24 Is $84 Million Too Much for a Fish Farming Vessel? Read More
Alan Cook 2025-04-10 Alan Cook 2025-04-10 How Vessel-Based Salmon Farming Hacks the Regulatory Maze Read More
Alan Cook 2025-04-09 Alan Cook 2025-04-09 Why This Unsexy Shipping Asset Might Disrupt a $25B Industry Read More
Alan Cook 2025-04-08 Alan Cook 2025-04-08 Rethinking Salmon Farming: Mobile Platforms for Smarter Growth Read More
Alan Cook 2025-04-07 Alan Cook 2025-04-07 The $250M Offshore Bet That Could Sink Land-Based Salmon Farming Read More
Alan Cook 2025-04-04 Alan Cook 2025-04-04 Overcoming the Investment Status-Quo - Sunk Cost Vested Interest Read More
Alan Cook 2025-03-07 Alan Cook 2025-03-07 Chat GPT and Salmon Farm Analysis - starting to see some light at the end of the tunnel Read More
Alan Cook 2025-02-12 Alan Cook 2025-02-12 Salmon Evolution Q4 Report - my ruminations if you want them Read More
Alan Cook 2025-02-05 Alan Cook 2025-02-05 Seawater Flow-Through - the rising star in salmon investing Read More
