Energy Vault(NRGV) Seeking Alpha·2024-10-23 08:34Core Insights - The article discusses a long-term, contrarian approach to equities investing, emphasizing the importance of navigating the energy transition in the context of commodities and energy sectors [1]. Group 1: Investment Strategy - The investment strategy focuses on a long-term perspective, which may involve taking positions contrary to prevailing market trends [1]. - The analyst has transitioned from a focus solely on technology to also covering commodities and energy, reflecting the evolving market landscape [1]. Group 2: Analyst Background - The analyst has 10 years of experience in investment banking, specializing in industry and company research [1]. - The article is authored by an individual who expresses personal opinions and does not have any financial interests in the companies mentioned [1].