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Brian Mushonga & James Hull - Bottlenecks
Manage episode 419239895 series 3405865
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I spoke with Brian Mushonga and James Hull, co-Founders of the Caledon Energy Transition Fund, about their backgrounds, their partnership and their investment strategy.
We used Vertiv Holdings as a case study, touching on its history and development into one of the world’s leading power and thermal management suppliers to the data centre; its Chairman and his track record at Honeywell; its sales composition; and its role as a key supplier to the ongoing AI capex boom.
Finally, we discussed how Brian and James approach valuing cyclical stocks; how they overcome anchoring bias; and what could kill the boom.
Longriver Investment Partners Limited (“Longriver”) is licensed with the Securities and Futures Commission of Hong Kong (“SFC”) to provide Type 4 and Type 9 regulated activities in Hong Kong to Professional Investors only. Investment involves risk. This podcast is for informational purposes only and it is not intended as promotional material in any respect. It does not constitute an offer, recommendation, or solicitation to buy or sell any securities or services. Longriver makes no representations or warranties, express or implied, as to the accuracy or completeness of the content.
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