A monthly newsletter of low-risk holdings focused on the immense opportunity of The Green Revolution. We explore the inputs and innovations that are integral to this global green transformation: metals, power, carbon, agriculture, infrastructure, and waste. And we will invest to give our portfolios clear, low-risk exposure to each of those paradigm shifts.
The green transition is going through its own transition. Slowing economies and elevated inflation are causing stakeholders to step back and demand more tailored solutions.
This note is to thank you SO MUCH for all great work that you do. I know I pay for my subscription but honestly feel you give incredible value! In particular I’m very happy with your recommendation on Troilus which I wouldn’t have known about had you not recommended purchase.
