Articles

Articles

Q&A with Arne Alsin and Eric Markowitz – September 2022

“For those of you who know me well, you know that this work—investment research— is all I do. I probably spend 60, maybe 80 hours a week purely on research. Gave up golf about a decade ago. No more meetings. I’ve devoted myself to this enterprise. And I love it.”

The Pitfalls of Reasoning by Analogy…And The 5 Traits of A Successful Investor

The Pitfalls of Reasoning by Analogy…And The 5 Traits of A Successful Investor

Energy 2.0

How virtual power plants (VPPs) and software are creating new, renewable, and disruptive opportunities for long-term investors.

Q&A with Tony Seba

“We are on the cusp of the fastest, deepest, most profound disruption of the energy sector in over a century.”

Q&A with Arne Alsin and Philip Bland

“And one thing that gets us really excited about the future, it's not just the opportunity set—it’s that we think we’re really early. And we think lots of investors will begin to see the world how we do, it’s just a matter of time”

Q&A with Arne Alsin and Eric Markowitz

“So as an investor, just from a risk perspective, you want to think in terms ‘I want to own companies that are going to last, that have a long runway for growth and prosperity.’”

2020 Investor Outlook

We are heading towards a carbon-free future. The renewable energy revolution is a multi-trillion dollar opportunity.

Q&A with Kingsmill Bond

“In about 80% of the world today, it’s cheaper to deploy solar and wind than it is to generate electricity from gas and coal. And within a couple of years, it’s basically going to be every major country in the world.”

The Big (Auto) Short: The end of the combustion engine

Who will fall victim to the unprecedented changes in the automotive and transportation industries? There are several disruptions coming to a head—seemingly at the same time— from the transition to electric vehicles, to shared mobility, to online vehicle purchasing.

Q&A with Clayton Christensen

“Market-creating innovations are an engine for economic growth, both for companies and countries.”

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