CEOs are paid exorbitant amounts of money and therefore expected to execute flawlessly. When external factors affect a company, we expect management to be transparent and use their industry exper...
Selling a product or service for less than it costs to produce isn’t a business, it’s a charity. That’s referred to as a “negative gross margin,” and companies that exhibit this trait a...
That’s not a clickbait title, it’s a legitimate question. Numerous paying subscribers have expressed concerns about the impact of high interest rates on the renewables thesis. Our recent vide...
Where is the green wave? That’s got to be on the minds of retail investors who are long on green technologies. Many started betting heavily in areas like solar and wind energy over the last few...
By all indications, we should be living in the golden age of green technology. Both the United States and Europe have introduced sweet subsidies to large swaths of their respective clean energy e...
We like to think of capitalism as this pure economic system where the best-run companies with the best products and services can grow revenues indefinitely, returning value to shareholders and pr...
In a world of gene editing and AI-powered brain-computer interfaces, energy storage hasn’t changed much. Sure, advances have been made in density, leading to the miniaturization of lithium batt...
What a difference a few years makes. Just over a year ago, we wrote about The Biggest Renewable Energy Company in the World which happened to be NextEra Energy (NEE). Today, Exxon Mobil (XOM) is ...
Disruptive growth doesn’t always equate to profits. If you would have invested in the Invesco Solar ETF when it debuted nearly 15 years ago you would have 66% less money compared to a Nasdaq re...
A surprisingly large number of retail investors ask Google which stock is the best to own. The response is about as predictable as asking the barber if you need a haircut. Any number of pundits o...