The COVID years are proving to be a time for reflection – a relatively chaotic period that’s forcing us, both personally and professionally, to reconsider how and why we conduct our lives the way we do. Your investments are, obviously, an important reflection of your...
by Chris Wedding If you only considered headlines like the ones below, you would think that COVID has obliterated the solar, wind, and related clean energy industries. Covid-19 Lockdown Could Kill 500k Cleantech Jobs (Forbes) Wind Energy Group Says $43 Billion at Risk...
In 72 hours, the first round of the Paycheck Protection Program exceeded the $350B capacity. In contrast, $120 Billion in loan capacity is still available after a month into Round 2. Congress interpreted this to mean that the loan forgiveness terms were too strict and...
by Bruce Smith When I first began thinking about investing, it was easy to get excited about start-ups (not that it isn’t any longer, but I’ve had my share of broken bones along the way). The chance to get in on a Google, an Apple or an Amazon stock while in its...
Consistency is critical in our business. When it comes to investment analysis, this “First Principle” – “What primary market opportunity is the issuer pursuing?” – is the first question successful investors apply in their consistent approach to company analyses. ...