Century Aluminum(CENX) Seeking Alpha·2025-03-02 14:27Core Insights - The company focuses on two main investment situations: deep value stocks poised for growth and investment trends triggered by global changes [1] - Emphasis is placed on understanding both change and growth, as change often signifies the start of a new trend [1] - The company conducts thorough research, including insights from industry experts, former employees, and management, to identify mispriced securities [1] Investment Strategy - The investment concepts developed can be either micro or macro in nature, with a strong focus on understanding the situation better than competitors [1] - The company adheres to the principle of "scuttlebutt homework," ensuring comprehensive research before making investment decisions [1] - A dual background in finance and law supports the company's investment strategies, which have consistently outperformed the S&P 500 since the inception of the Fund [1] Motivation for Research - The company aims to generate constructive criticism of its investment ideas to identify potential flaws and improve understanding [1] - There is a commitment to seeking the truth in a landscape filled with varying opinions, guided by the philosophy of radical doubt [1] - The belief is that the best-performing investment ideas are those where potential weaknesses in the thesis are thoroughly understood [1]