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)

Why we should be investing in commodities?

Why we should be investing in commodities? The most important reason is not only diversification of asset classes in a […]

By Liu-Yue Lam | 16 Sep 10 | Posted in Commodities, Investment Wisdom, Oxstone Investment Commentary | Comments (0)

Is the Chinese stock market selling at too much of a discount to its true economic potential?

Is the Chinese stock market selling at too much of a discount to its true economic potential? The following chart […]

By Liu-Yue Lam | 09 Sep 10 | Posted in Asia, Finding Oxstones, Food for Thought, Oxstone Investment Commentary, Stocks, The Big Picture, Trends, Patterns, Indicators | Comments (0)

China’s Green Revolution

China’s Green Revolution The NY Times article listed below provides a detailed analysis of the interconnection between Chinese clean technology […]

By Liu-Yue Lam | | Posted in Asia, Commodities, Food for Thought, Oxstone Investment Commentary, Stocks, The Big Picture | Comments (0)