Just published at Seeking Alpha is a new article on What European Capital's Results Mean for American Capital. I argue there that the recent announcement of 2H2011 results for American Capital's wholly-owned fund European Capital – despite its lackluster headline numbers – is in fact extremely bullish for ACAS' shareholders.
I'm working on an article on "one stock portfolio diversification" and American Capital's global reach and NAV stewardship will be featured therein. I'll also quote Buffett and ask just how much portfolio diversification one investor really wants. It'll be a while in coming.