4Q17: 4 Value Investing Takeaways

Having trained under the budding value investing program at Fordham Gabelli School of Business, we are proud to think of ourselves as value investors.  We look for companies which have strong earnings potential, great management, strong resources, and numerous upcoming catalysts, with “Mr. Market” not fully incorporating these attributes into the market price.  We like… Continue reading 4Q17: 4 Value Investing Takeaways

Will new policies bring Albemarle’s North Carolina mine back online?

Summary:  Given the world's ever growing appetite for lithium, new mining entrants are turning the US to look for the next big lithium projects.   A dramatic reduction in tax rates will enable projects with less economically favorable resources to compete at similar margins. The US government, led by President Trump is making a big push… Continue reading Will new policies bring Albemarle’s North Carolina mine back online?