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This #ClimateChange opportunity $EAF is fascinating, not obvious given their competitive advantage is vertical integration in petroleum needle coke. #ClimateAction Overview pg 3 Climate Issues pg 8 - 19 Competitive Adv pg 28 - 31 Valuation pg 35 drive.google.com/file/d/12DC0Ku…
Humans are astonishingly bad at setting goals. We consistently establish targets that invite manipulation. THREAD: A mental model on goal setting and unintended consequences:
Puts things in perspective regarding chip shortages>> Systems in light-duty automobiles that require #semiconductors #ECU
The cumulative solar arrays that would power the world. Kinda weird that we haven't just done this yet. Image credit: @poweredbyart
UK labor supply shortages following the US...wage inflation coming? ft.com/content/73bdd7…
No matter what they say, most investors are “investing” for the next quarter or two. Use this to your advantage.
$BTI / $BATS British American Tobacco...levered FCF Margin: 32% (2018), 15% (2019), 26% (2020)... Pays a ~7% div yield P/E is 10, Fwd P/E is ~8.8 Keeping up with $PMI on elec smoke HUGE regulatory barriers to entry in burnt cigarette, dipping toes in cannabis... Why so cheap?
If you have 45 minutes and want to quickly understand why DeFi is relevant, watch this video on DeFi: youtube.com/watch?v=N02YF9… Followed by this one on the Greensill Capital scandal: youtube.com/watch?v=OhkFbg… Compare & Contrast
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Greensill, Gupta and Cameron: what went wrong | FT Film
$ABBV is back to early-2018 levels, the company has done a good job at repositioning itself in preparation for losing Humira exclusivity in 2023...but it will be a fundamentally different business and will no longer rely on a small handful of drugs
Just in time for tomorrow's $SDGR pre-market earnings call 8.30am EDT...Schrodinger dropped 6.3% today, this is a deep dive into their industry, product, strategy with a valuation...DM me for questions/valuation model etc... drive.google.com/file/d/1vVJeRH…
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