Most recently, I suggested that Deck & Lulu looked attractive from a valuation standpoint. This week, I did some more in-depth work on DECK to follow up on. Decker Brands’ stock is down about ~50% from its peak earlier this year (even after a 15% bounce last week), the long-term

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,