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E43: Renewable Energy > Coal + Snowflake and the “Too Hard to Understand” Pile
Manage episode 437943436 series 3589623
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🚨Badger has gone wild and the law tries to reign him in — with what success? Monkey, meanwhile, studies political theory and comes to the conclusion that nuanced political conversations require carefully defining the terms — and who has time for that? We reap what we sow.
⏳Is Badger a true long-term investor? Luke analyzes his long-term holdings and finds his average holding period to be 3.5 years, with a few outliers, including Enphase $ENPH and SolarEdge $SEDG. We discuss the costs and benefits of taking the long view.
⚡️Renewable energy sources are set to eclipse power generated by coal for the first time ever. Is nuclear fusion still too science-fiction? Monkey continues pounding the table for Eos $EOSE supported by claims about battery storage becoming a burgeoning trillion dollar industry.
❄️Is Snowflake $SNOW Too Hard to Understand and a Dodo set for extinction? Monkey shares his story from being a Bull to disappointment to kicking the company into the “Too Hard Pile” which is a useful investing structure. Badger wants to put Airbnb $ABNB in the same bucket but Monkey calls it the broken thesis — we discuss the difference.
💔We read a listener comment making the case for Badger’s compassion and grace — with a chilling and devastating conclusion. (you can tell who wrote the episode blurb this week - 🙄)
🍌Monkey teases a few upcoming new buys for the King of the Jungle Portfolio challenge — Round 1 — which ain’t over till its over.
Sources mentioned:
https://www.economist.com/business/2024/09/01/clean-energys-next-trillion-dollar-business
https://www.canarymedia.com/articles/solar/chart-solar-power-is-shattering-global-records
https://x.com/sv_techie/status/1827385973531144551
@sv_techie
Segments:
[00:00:00] Introduction
[00:03:56] Luke got a Speeding Fine
[00:07:00] Are We Really Long Term Investors?
[00:15:49] The Inexorable Rise of Renewables
[00:20:41] But Are Renewables Investable Right Now?
[00:29:30] Listener Shout Outs
[00:34:38] Is Snowflake in the "Too Hard Pile", and what is the Too Hard Pile anyway?
[00:56:29] King of the Jungle Portfolio Update
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