Wednesday, June 14, 2023

Peter Lynch On Why It’s Important To Do Your Own Research


The Ignored EV Story Few Investors Know About

Lithium may grab all the headlines, but the average electric vehicle requires 146 pounds of the mineral graphite. With no producing graphite mines in North America, the U.S. government is desperate for more domestic sources of the metal to feed the EV battery supply chain.

See why "Made in America" graphite should be on every investor's radar

Peter Lynch On Why It's Important To Do Your Own Research
Peter Lynch is one of the greatest growth investors of all time, and his book, One Up On Wall Street, is required reading for all investors. It's particularly important for value investors to read this seminal text on growth investing because it gives the other side of the equation. It highlights some of the benefits […]
How A Young Buffett Learnt Diversification Doesn't Pay
Warren BuffettIf you read through the early letters of Warren Buffett's partnerships, it becomes quickly apparent the young investor wanted to get rich and wanted to do so quickly. When he was buying securities for the partnerships, he never did anything by halves. If he found an excellent opportunity, he would move quickly and with conviction […]
Mohnish Pabrai On The Power Of Saying 'No'
Mohnish PabraiSaying "no" to both stocks and invitations is one of the most important lessons investors should learn according to Mohnish Pabrai. Pabrai made this statement as part of a webcast Q&A session with students at the London Business School in mid-June. Answering a student who asked him how he structured his day, Pabrai responded by […]
146 Pounds of Graphite Needed for Each EV

Graphite - not lithium - is the largest component of lithium-ion batteries used in electric vehicles. That's why 97 more graphite mines will be needed by 2035 just to keep up with battery demand for the $7 trillion EV market.

See who could benefit from skyrocketing graphite demand
Trident Fund LP May 2023 Performance Update
Trident Fund LP performance update for the month ended May 31, 2023. Q1 2023 hedge fund letters, conferences and more The Trident Fund LP GM, GME, and GME4 share classes returned +0.4, +0.5, and +0.9 percent, respectively, in May, and the fund is -3.4, -5.5, and -16.0 percent net for 2023. Please click here for the 
Roubaix Fund Composite May 2023 Performance Update
During May, the Roubaix Composite generated a net return of +2.48% relative to losses of -0.92% for the Russell 2000 Total Return Index and -0.03% for the HFRI Equity Hedge (Total) Index. On a year-to-date basis, the Roubaix Composite generated a net return of +10.31% relative to a total return of -0.04% for the Russell […]
Odey Asset Management Responds To Sexual Harassment Allegations Against Crispin Odey
Crispin OdeyThe hedge fund industry was rocked this week by shocking allegations lodged against Crispin Odey, initially reported by the Financial Times. Odey Asset Management is now under investigation after 13 women accused Odey of sexual assault, harassment and creating a toxic work environment. Odey Responds To Allegations Odey Asset Management has now issued a letter […]

Can Cardinal Health Fly Higher In 2023?
Key Points Cardinal Health updated guidance, and analysts cheer. The analysts are raising their price targets and may push the market to a new all-time high in 2023. Share repurchases…
DraftKings Stock, Is There Royally Good Upside Ahead?
Key Points DraftKings Q1 report led to a trend of analysts' price target increases supporting the market.  The stock has a 20% to 40% upside potential, but gains may be…
Disney Stock Could Double: Return To Historical Performance
Key Points Disney stock has fallen to a critical technical level, posing a significant discount to its 2021 highs. However, investors should know what will drive the price upward.  Analysts…
Momentum Builds for Shanghai EV Player NIO After Last Week's Q1 Update
Despite missing consensus forecasts, NIO stock investors seem more optimistic on an expected H2 recovery Momentum for Chinese electric vehicle manufacturer NIO (HKG:9866, NYSE:NIO) took off last Friday after the…
ESG Spending: Do ESG Stocks Outperform?
Environmental, social, and governance (ESG) investing has become increasingly popular in recent years as more companies adopt ESG standards. This new investment class comes with the question of performance. There…
Syracuse Ranks Fifth In Housing Shortage Report
New research reveals the top 10 metropolitan areas with the highest ratio of house shortages in accordance with job growth.  Syracuse, NY, is facing a significant challenge in its housing…
Wait A Minute, Are NFTs Still Worth Investing In 2023?
Yes, despite the recent media uproar over whether or not Non-Fungible Tokens (NFTs) are still an active investment, even as the icy bear crypto market tries to thaw itself back…
Maddow Draws Agnew-Trump Parallel - Suggests Political Plea Deal
Maddow Draws Agnew-Trump Parallel - Suggests Political Plea Deal; But Lawyer Who Was Involved With Both Suggests Important Differences Trump Might Take A Political Plea Deal WASHINGTON, D.C. (June 13,…
European Indications For The USD And The Price Of Gold
Very little happened in gold and miners yesterday. As the USDX is hesitating, so do PMs. The biggest component of the USD Index tells what's next. The biggest part of…
US Inflation: The Fed Isn't Done With Rate Hikes Yet
The latest US inflation report suggests that the Federal Reserve will pause interest rate hikes tomorrow (Wednesday), but investors need to "stay grounded" as more rate rises are likely this…
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