By Liu-Yue (Louie) Lam, Co-Founder, CEO, Oxstone Capital Management Equity Market Commentary and the Growing Demand for Alternative Investing We […]
The Way of the Online Dragon
By Liu-Yue (Louie) Lam, Co-Founder, CEO, Oxstone Capital Management GAME, Shanda Games – China, $5.51, 11/30/10 Shanda Games is a […]
A Chinese Train Transport Investment
GSH, Guangshen Railway Co – CHINA, $20.15, 11/23/2010 By Liu-Yue (Louie) Lam, Co-Founder, CEO, Oxstone Capital Management, One of my […]
OXSTONE FOOD FOR THOUGHT – Bond Market Commentary – November 2010
By Liu-Yue (Louie) Lam, Co-Founder, CEO, Oxstone Capital Management, Bond Market Commentary The symptoms that led to the Great Recession […]
A Potential Paper Trail of Profits To Asia
By Liu-Yue (Louie) Lam, Co-Founder & CEO, Oxstone Capital Management, SSCC, Smurfit – Stone Container Corp – USA, $21.65, 11/16/2010 […]
A Chinese Pick and Shovel Play on China Real Estate
By Liu-Yue (Louie) Lam, Co-Founder, Oxstone Capital Management, CRIC, China Real Estate Information Corp – China – $9.45, 11/17/10 CRIC […]
A Solid Play on the Emerging Market Infrastructure & Alternative Energy Investment Theme
By Liu-Yue (Louie) Lam, Co-Founder, Oxstone Capital Management, BWC, Babcock and Wilcox Company – USA – $23.09, 11/5/10, Babcock and […]
Selling Phones to Emerging Market Consumers
By Liu-Yue (Louie) Lam, Co-Founder, Oxstone Capital Management, Nok, Nokia – Finland, $10.21, 11/12/2010 Nokia is still the world’s largest […]
Finding a potential Oxstone in the emerging markets cement business
By Liu-Yue (Louie) Lam, Oxstone Capital Management, CX, Cemex – Mexico, $9.31, 11/10/2010 CEMEX is the world’s 3rd largest cement […]
A POTENTIAL SWEET TOO TASTY TO PASS
By Liu-Yue (Louie) Lam, Co-Founder, CEO, Oxstone Capital Management IPSU, Imperial Sugar – USA, $13.40, 12/8/2010 Imperial Sugar Company was […]