Value Investor Insight Article "In Transition"
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Insights Blog
News, insights and thought leadership from the City Different team.
What Investors Need to Know About the Most Common Private Equity Fund Structures
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There’s a critical decision you have to make if you want (or already have) exposure to private equity as a part of your portfolio — does your chosen manager deploy capital through a fund structure...
A Looming Uranium Shortage?
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"Nuclear is wonderful as one of the sources of energy, one of the sources of sustainable energy.” —Nvidia CEO Jensen Huang The global nuclear renaissance is gaining steam. Our readers have seen our...
A Looming Uranium Shortage?
![]()
"Nuclear is wonderful as one of the sources of energy, one of the sources of sustainable energy.” —Nvidia CEO Jensen Huang The global nuclear renaissance is gaining steam. Our readers have seen our...
Postcard From Brazil
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City Different Investments is known for finding compelling opportunities that may lie off the beaten path of Wall Street. Last week we caught up with our intrepid portfolio manager Vin Walden, on the...
Wall Street Transcript Interview
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Vin Walden recently sat down with the Wall Street Transcript to discuss potential dangers lurking in the stock market. Find out which companies he thinks investors should avoid. Electric Cars and AI...
Investing in a Changing Climate
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U.S. homeowners are facing the dual challenges of more frequent weather events as well as disappearing property insurance. One company has been steadfast in insuring coastal properties in Florida for...
Golar LNG Limited: Ready to Set Sail
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“We can and we must reduce Russian LNG exports to phase them out completely.” -- EU Energy Commissioner Kadri Simson
Investing in the Nuclear Renaissance
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Although we haven’t seen it yet, Universal Pictures’ star-studded film Oppenheimer hit theaters last weekend, and it looks compelling. Oppenheimer chronicles the life of J. Robert Oppenheimer, the...
Global Equity Philosophy
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Learn more about the Global Equity Strategy from our Global Equity Portfolio Manager, Vin Walden.
The Prospects for Uranium
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Imagine the pollution caused by 100 million additional cars on US roads every year—that's what we avoid by using nuclear power. Nuclear power plant in Germany Photographer: Julian...
The Central European Investment Landscape
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We’re all aware of the challenges investors face here in the States, but what about the rest of the world? City Different Investments portfolio manager Vin Walden recently traveled to Slovakia to...
Overview of Golar LNG Ltd. (Nasdaq: GLNG)
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Description Golar is a Norwegian energy infrastructure group whose main assets are two Floating Liquefied Natural Gas (FLNG) facilities, called Hilli (in service) and Gimi (80% completed, to be...