Sunday, May 21, 2023

​Castle Bay Investment Partners Top Idea At The London Value Investor Conference

At this year's London Value Investor Conference, Castle Bay Investment Partners' David Ridland pitched UK retailer Next, which the speaker claimed

With Tin Demand On The Rise, This Company Is Poised For Growth

Tin is the forgotten energy transformation metal! Have you made your investment yet?

This tin company has a quality asset portfolio, is building a significant position, they're in a fantastic location with access to capital. Now they've defined coherent and locally coincident lithium and tin anomalies.

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Castle Bay Investment Partners Top Idea At The London Value Investor Conference

At this year's London Value Investor Conference, Castle Bay Investment Partners' David Ridland pitched UK retailer Next, which the speaker claimed has built an "antifragile" business set for steady growth over the next few years. A vital part of Castle Bay's investment approach is the incorporation of mental models into the ideas process. The speaker […] Read More

Gary Bielfeldt's Trading Strategy Explained

Gary Bielfeldt was a successful trader who rose to prominence in the 1980s by trading Treasury bonds. In the mid-1990s, Bielfeldt founded his own trading firm, GNP Commodities, which became one of the largest trading firms in the T-bond futures market. The following is a breakdown of the principles Bielfeldt used in his trading strategy. […] Read More

Investors! This Is A Lithium Company To Watch

Canadian Prime Minister, Justin Trudeau, visits Canada's only operating lithium mine and notes its importance as a critical mineral. There are big things happening for this lithium company - have you staked your claim in lithium? Click for more info on this exciting investment opportunity and...

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Li Lu – Top 10 Holdings – Latest 13F

One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund's current holdings, plus their new buys and sold out positions. We spend a lot of time here at The Acquirer's Multiple […] Read More

How to Visualize Risk and Return

Imagine a world where someone can earn a 4%+ risk-free return. For the last 15 years, that image was a pipe dream. Today it's reality. Consequently, investors face a risk-free rate not far from historical equity returns. This setup presents investors with options with which they are unfamiliar. Read More

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