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Dedicated to the pursuit of independent, creative thought and its application to the practice of investing.
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— HORIZON KINETICS LLC —

Product Announcement
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Corporate Update

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The Old New Horizon Kinetics—Going Public but Staying the Same
Horizon Kinetics Holding Corporation Announces Closing of Merger with Scott's Liquid Gold-Inc.

Insights
Insights
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James Davolos on The Pomp Podcast: Turning Your Land Into Bitcoin

In this conversation, James Davolos and Anthony Pompliano discuss oil & gas coming together with bitcoin mining & AI data centers, what is going on down in Texas, how the companies work, impact on artificial intelligence, bitcoin mining, data centers, and where the world is headed.

Commentary
Latest Commentary
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3rd Quarter 2024 Commentary

Even if the newspapers aren’t saying it yet, there is more to be said about investment possibilities in both AI and, as a newly critical key global commodity, natural gas. Fortunately, we write about these issues constantly, and there’s always another go-round not too long away, here at the Quarterly Commentary.

Media
Murray Stahl on Grant’s Interest Rate Observer: Inflation has legs

(Originally Published 9/13/2024)

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Guiding Principles

  • Value Driven

    We are committed to long-horizon, value driven investing and building long-term, continuous relationships with our clients.

  • Research Driven

    We rely on our own independent research. Written research, and its discipline, has been the cornerstone of our investment process.

  • Contrarian

    We are contrarian (fact-based) investors. Our vision is typically opposite the movement of the crowd.

  • Long Term Investment Horizon

    We measure risk as an impairment of capital. Temporary price variability – ‘quotational’ risk – is not synonymous with capital risk. Returns can be increased by extension of the investment horizon rather than by extension of risk.

  • Absolute Returns

    Our investment approach stresses absolute returns, integrating fundamental research, discipline and patience with the goal of long-term preservation and compounding of capital.

  • Opportunistic

    Our strategies are driven by fundamental research and opportunity, not capacity for asset gathering.

  • Skin in the Game

    We invest alongside our clients and believe that a skin in the game approach is critical to aligning interests.