SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Paul Senior who wrote (44431)9/21/2011 10:39:52 AM
From: Sergio H  Read Replies (1) | Respond to of 78705
 
Paul, naturally every investment should be measured on its own merits. For me, I start looking for investment ideas based on a theme and then look under the hood. Aerogel for example is not something I'm buying and putting in my garage, but it let me to UFPT and CBT.

A new theme or one I am now revisiting is plays on Platinum. It's much rarer than gold, more difficult to mine, has more commercial uses and its supply more supseptible to disruption.