The Energy Transition Basket: Are Cables The New “Shovels”? (Prysmian, Nexans, NKT)
Disclaimer: This is not investment advice. PLEASE DO YOUR OWN RESEARCH !!! Q1 2021 hedge fund letters, conferences and more Background:I am currently trying to build up exposure to what I expect to be a long term trend towards electrification (see the first post). As I am still learning on the way, I decided to start with a “basket” approach where I try to build a basket of (lower weighted) potentially interesting stocks and then dive deeper during the following months/years So the initial analysis will be a little bit more shallow than usual. This should be seen as a “scientific experiment”, ...