Today we expanded our discussion a bit to include different ideas of liquidity and market impact. Discussed several stocks, how I think of them, what the market is missing and why I'm buying. Briefly discussed the coming acceleration in the changes in the energy system. We will discuss SPACs and what to look for as an investor on Monday's stock call. We will discuss the energy transition and investment opportunities with a new working paper next Friday. Free Library Card for access.
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