There is a lot to unpack in this statement ‘When’ not ‘If’. My initial thoughts on the value of it is you want time passing to strengthen your investment thesis not raise more question marks. Read More.
Wednesday, January 22 2020
Musings on finding the next big payoff
There is a lot to unpack in this statement ‘When’ not ‘If’. My initial thoughts on the value of it is you want time passing to strengthen your investment thesis not raise more question marks. Read More.
At first glance, the renewable build-out is a compelling narrative. I mean who doesn’t want to power the world via wind and solar. Projections like the below 50 by 50 are easy for the public Read More.