nuclearpower
As a long-time inflection investor, I’ve learned that many themes simply do not inflect. There are multiple causes for this; often tied to a bad thesis, or a bad set of assumptions. Sometimes, it’s simply bad luck as some other macro trend supersedes my trend. Even when I get it wrong, there is often still some level of inflection – it’s just that the strength of the inflection is insufficient to create much equity value. In these situations, I rarely lose much money and frequently even exit with a slight gain—which is why the inflection strategy is so damn powerful. Q4 2022 hedge fund letters...
ValueWalk
Energy was already a hot topic before 2022, but soaring household energy bills and a cost of living crisis has brought it even more to the forefront. Q2 2022 hedge fund letters, conferences and more All figures refer to the British thermal unit (BTU), equivalent to the heat required to heat one pound of water by one degree Fahrenheit. Editor’s note: Click on any graphic to see a full-width version that is higher resolution View the full-size infographic While the U.S. is a dominant player in both oil and natural gas production, China holds the top spot as the world’s largest fossil fuel produc...
ValueWalk
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