I always say that I have been mostly lucky as an investor. The operative word is "mostly". Long time readers would remember the narrative for Marco Polo Marine, a business which transformed from a tugs and barges operator, it was doing all the right things to grow stronger, adding value over the years. In fact, Marco Polo Marine weathered the Global Financial Crisis well and remained profitable even through bad times. That says something about their management. When I decided to invest in Marco Polo Marine, I noticed persistent insider buying a few years ago and their prospects were good. They started to pay meaningful dividends too. It was likely that, conditions permitting, dividends would continue as the founding family had a 60% stake in the business and they still do. ...