Power Play
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Lithium powers the tech-saturated life we all lead. The future of innovation depends on it.
Vol 3, No 5 / October 10, 2017
Tectonic Shift
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Few investors know the Byzantine world of European holding companies as well as Evermore Global Advisors’ David Marcus.
Vol 3, No 1 / January 3, 2017
The Elephants in the Room
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Investing in media can bring value seekers a lot of smoke and mirrors. But we see an intriguing opportunity in Africa.
Vol 2, No 4 / August 29, 2016
Hidden Value
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The long swoon afflicting commodities may be reaching a normalization point. Should that happen, this belting and polymer company could benefit hugely.
Vol 2, No 3 / June 27, 2016
The Turning Tide
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Dry bulk shipping is in dire straits. But this pure play on the sector is poised to benefit from a turnaround.
Vol 2, No 2 / April 28, 2016
Under African Skies: A Gold Miner Thrives in Hard Times
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Despite challenging conditions on the ground and in the macro environment, we think this company is a great way to play a coming gold rally.
Vol 2, No 1 / March 2, 2016
Romanian Rhapsody: A Gold-Plated Litigation Play
By Sam Munson
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A beaten-down junior miner offers intriguing risk-reward.
Vol 1, No 5 / October 5, 2015
Wealth Insurance: The Case for Owning Gold
An Interview with John Hathaway
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Everyone should own gold, says a legendary investor in the metal: it has unique properties that allow it to backstop your money.
Vol 1, No 4 / August 3, 2015
The Great Gold Whale: A Category Killer in Alaska
By Richard Hurowitz and Sam Munson
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Those bullish on bullion can still find value in a remote and snowy location.
Vol 1, No 3 / May 28, 2015
Sunken Treasure: A Mining Stock for the Bold
By Sam Munson
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A Canadian company will -- if its project succeeds -- be the world's first seafloor miner.
Vol 1, No 3 / May 28, 2015
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