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Oxstone Investment Commentary

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 […]

By Liu-Yue Lam | 29 Nov 10 | Also posted in Asia, Finding Oxstones, Stocks | Comments (0)

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 […]

By Liu-Yue Lam | 24 Nov 10 | Also posted in Food for Thought | Comments (0)

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 […]

By Liu-Yue Lam | 23 Nov 10 | Also posted in Commodities, Finding Oxstones, North America, Stocks | Comments (0)

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 […]

By Liu-Yue Lam | 22 Nov 10 | Also posted in Asia, Finding Oxstones, Real Estate, Stocks | Comments (0)

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 | Also posted in Commodities, Finding Oxstones, North America, 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 | Also posted in Finding Oxstones, 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 | | Also posted in Commodities, Finding Oxstones, Latin America, 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 | Also posted in Commodities, Finding Oxstones, North America, 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 | Also posted in Asia, Finding Oxstones, North America, 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 | Also posted in Finding Oxstones, Hedge Fund, North America, Private Equity | Comments (0)