I have been positive and pleasantly surprised by the performance of the nuclear supply chain for a few years, starting with uranium miners such as Cameco Corporation ( CCJ ), BWX Technologies, Inc. (Experience is difficult to learn. After 30 plus years of critically analyzing the nuts and bolts of businesses as diverse as airlines, oil, retail, mining to fintech and ecommerce plus the macro, monetary and political drivers. I continue to immensely enjoy learning and applying my experience to unravel, compreh ...

Core Insights - The article emphasizes the importance of experience in analyzing diverse industries and understanding macroeconomic factors that influence business performance [1] Group 1: Industry Analysis - The analyst has over 30 years of experience in critically analyzing various sectors including airlines, oil, retail, mining, fintech, and ecommerce [1] - The article highlights the impact of macroeconomic, monetary, and political drivers on business operations [1] Group 2: Crisis Management - The analyst has lived through multiple crises such as the tequila crisis, the dotcom bubble, 9/11, the great recession, and the Covid-19 pandemic, which enriches their analytical perspective [1] - The experience gained from these crises is considered valuable for applying insights across different disciplines [1] Group 3: Entrepreneurial Experience - The analyst has also engaged in entrepreneurial ventures including export, factoring, and printing, contributing to a well-rounded understanding of business dynamics [1]

Group 1 - The article emphasizes the importance of experience in analyzing diverse industries such as airlines, oil, retail, mining, fintech, and ecommerce, highlighting the value of understanding macroeconomic, monetary, and political drivers [1] - The author reflects on their extensive experience through various crises, including the dotcom bubble, 9/11, the great recession, and the Covid-19 pandemic, which enriches their analytical capabilities [1] - The article suggests that continuous learning and application of experience are crucial for unraveling new ideas, technology, innovation, and business models [1]

Political Stance & Public Perception - A candidate ran for mayor promising to make government work better for families [1] - The candidate aimed to lower costs for New York City residents [1] - The candidate directly engaged with the people instead of seeking approval from big-time investors [1] - The candidate communicated his intentions directly to the public [2] Investor Concerns - Big-time investors are reportedly "freaking out" because the candidate did not seek their approval [1]