Industry Overview - Electricity is transitioning into a growth industry, with a significant forecasted increase in the need for baseload electricity driven by data centers, electric vehicles (EVs), and the overall electrification trend [1] Investment Focus - The focus is on small to mid-cap companies that possess disruptive technology, with an emphasis on competitive analysis and the backgrounds of company founders [1] - The investment strategy involves identifying companies with growth potential while also highlighting those to avoid, with a typical investment horizon of two years but often extending beyond that [1] Historical Context - The investment approach is informed by a family legacy of investing, which includes lessons learned from historical market downturns such as the 1929 stock market crash and the oil crises of the 1970s [1] - The analyst has experience through various market cycles, including the dot-com bubble and the credit crisis, which shapes the current investment philosophy [1] Educational Background - The analyst holds an MBA and has qualifications in accounting and company valuation, contributing to a robust analytical framework for investment decisions [1]
Net Power: A Safer Bet Than New Nuclear For Electricity Generation