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 […]

By Liu-Yue Lam | 18 Nov 10 | Posted in Commodities, Finding Oxstones, North America, Oxstone Investment Commentary, Stocks | Comments (0)

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 […]

By Liu-Yue Lam | 16 Nov 10 | Posted in Finding Oxstones, Oxstone Investment Commentary, Stocks, Western Europe | Comments (0)

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 […]

By Liu-Yue Lam | | Posted in Commodities, Finding Oxstones, Latin America, Oxstone Investment Commentary, Stocks | Comments (0)

A Play on Geothermal and the Green Energy Movement

By Liu-Yue (Louie) Lam, Co-Founder, Oxstone Capital Management, CPN, Calpine – USA, $12.02, 11/1/10 Calpine is an independent power producer […]

By Liu-Yue Lam | 15 Nov 10 | Posted in Commodities, Finding Oxstones, North America, Oxstone Investment Commentary, Stocks | Comments (0)

OXSTONE M&A/TAKEOVER TRADE IDEAS

By Liu-Yue (Louie) Lam, Oxstones YHOO, YAHOO – $16.49, 10/30/10, remember MSFT wanted to buy it in the $30’s?  Still […]

By Liu-Yue Lam | 30 Oct 10 | Posted in Asia, Finding Oxstones, North America, Oxstone Investment Commentary, Private Equity, Stocks, Western Europe | Comments (0)

Buying Pre-IPOs & Investing in Private Companies

Ever wanted to invest in an exciting private company Pre-IPOs? or participate in private placement of debt or equity? Check […]

By Liu-Yue Lam | 18 Oct 10 | Posted in Finding Oxstones, Hedge Fund, North America, Oxstone Investment Commentary, Private Equity | Comments (0)

Many people have asked the question what happens to an economy after a financial crisis?

Many people have asked the question what happens to an economy after a financial crisis? Although there is no definitive […]

By Liu-Yue Lam | | Posted in Food for Thought, North America, Oxstone Investment Commentary, The Big Picture, Trends, Patterns, Indicators, Western Europe | Comments (0)

Oxstones Food for Thought – Why Bank Lending is Not Coming Back Anytime Soon

Oxstones Food For Thought – October 2010 Why Bank Lending is Not Coming Back Anytime Soon By Liu-Yue (Louie) Lam, […]

By Liu-Yue Lam | 17 Oct 10 | Posted in Food for Thought, Oxstone Investment Commentary | Comments (0)

So how can you trade the banking/real estate theme?

By Liu-Yue (Louie) Lam, Co-Founder, CEO, Oxstone Capital Management Based on the scenario I mentioned in my article (Why Bank […]

By Liu-Yue Lam | 13 Oct 10 | Posted in Commodities, Finding Oxstones, North America, Oxstone Investment Commentary, Real Estate, Stocks | Comments (0)

Oxstones Customized Cap Rate Model for CRE Collateral Valuation

Studies have shown that there is a high correlation between CRE loan defaults and asset value mispricing.  Therefore the key […]

By Liu-Yue Lam | 07 Oct 10 | Posted in Commodities, Food for Thought, North America, Oxstone Investment Commentary, Real Estate, Tools and Resources | Comments (0)