12.05.25 For most of this year, the story was simple: tech and AI up and other sectors struggled. In particular, Healthcare and consumer discretionary both went through brutal drawdowns. Earlier in the year I pointed out that healthcare and biotech were starting to quietly outperform tech from deeply

08.25.25 I first came across this business while looking at the Waters Corporation a few years back, and I wanted to look more into it before. However, recently as I was doing my medtech filters - this business came up and it has dropped ~35% this year alone,

08.22.25 Introduction: This month, I wanted to dive a bit deeper into North America’s EV charging infrastructure—and understand the economics behind installing chargers. Coming back from LA, and I noticed something interesting in the EV infrastructure story between Ontario vs California. Despite Ontario having some of

07.08.25 Investment Thesis: * SO: 107,250,000 * Price ~165 = $17,696, 250,000 * EV: 17, 696, 250, 000 + 373,000,000 - 1,793,000,000 = $16,276,250,000 * P/E = 14x LTM 1). Large market share of US solar: FSLR is the only large, US-based, vertically-integrated

07.07.25 In this piece, we’ll look at the “One Big Beautiful Bill” — a sweeping policy package that brings significant changes, both good and bad, to the renewables sector. Depending on who you ask, the effects could be seen as either positive or negative. In my view, however,