Monthly Archives: January 2012

What We Are Thinking: Approach Resources

by Eugene Robin, CFA | Research Analyst Approach Resources, Incorporated (Ticker: AREX) is an independent oil and gas exploration company located in west Texas. As a spin-out from energy private equity firm Yorktown Partners, Approach situated itself on land that […]

A Plea for Higher Interest Rates

What’s great about Jim Grant writing for the unwashed minority (those who toil in official positions in Washington) is that you can re-link and comment without running into the Wrath of Grant’s for violating his confidence as a paid-up subscriber. Our […]

The Ongoing Tyranny of the Growth vs. Value Argument

Co-written by Jeffrey Bronchick + Ben Claremon A recent article in the Wall Street Journal—from which we lifted the chart below—once again highlights the never-ending debate about the merits of growth versus value, a discussion that inevitably forces an investment […]