A surprisingly large number of retail investors ask Google which stock is the best to own. The response is about as predictable as asking the barber if you need a haircut. Any number of pundits out there will tell you which stocks they think you ought to buy. What most lack is a methodology to […]
If Warren Buffett is the Oracle of Omaha, then Elon Musk is the Mystic of Moonshot Technologies. We’re no fanboys of the Tesla (TSLA) and SpaceX CEO, but we give the man his due in spite of his occasional impersonation of the Mayhem guy in the Allstate commercials. While most of the focus is on […]
Some disruptive tech themes generate more interest than others for reasons we can only speculate on. For example, investors have shown a great deal of interest in energy storage. With all these electric cars driving around, makes sense to invest in lithium batteries, right? Well, that’s easier said than done, something we talked about in […]
You can tell when people have too much money because they’re willing to invest in businesses that plan to lose money for a long, long time, especially when it comes to the green economy. For example, we just read about a company called Climeworks that recently opened a new carbon capture facility in Iceland. The […]
Most of our articles about green technologies often end with the same complaint: Where are the greenbacks? Profitability in the low-carbon, environment-first economy remains largely elusive. For example, everyone is suddenly interested in carbon capture after Elon Musk backed a $100 million XPRIZE for the best solution for mitigating emissions. But, as we’ve pointed out […]
Investing in lithium batteries is an easy-to-understand thesis. Electric cars use lithium batteries, so you’re investing in the Chevrons and Exxons of tomorrow by investing in companies that produce batteries. That’s a good theory, but it’s not so easily executed on. Do you invest in the raw materials like lithium? We’ve always advised against that, […]
In her award-winning documentary, The OxyContin Express, Mariana van Zeller showed the world the type of problems that fly under the radar in countries where everyone is consumed by politics. Now she’s back at it in a series called Trafficked. The first episode opens with her penetrating Jamaica’s multi-million-dollar scamming culture which preys on what they call […]
It seems everyone is chasing Elon Musk’s dream of electric vehicles in every garage, even as investors bet against the success of Tesla (TSLA) through short selling its stock. A big part of Musk’s strategy seems predicated on taking control of key parts of his supply chain, with energy storage obviously playing an outsized role. […]
We’ve recently begun the rather interesting exercise of going through and summarizing the more than 1,600 articles published on Nanalyze since we began waxing poetic almost seven years ago. We were surprised to see that when it comes to grid-scale storage, flow batteries just never really achieved the traction investors were looking for, with more […]
People cannot help but be attracted to cult stocks where the story becomes more important than the basic principles of investing. Charismatic leaders seem to be a necessary ingredient for cult stocks lately, as both Richard Branson’s Virgin Galactic (SPCE) and Elon Musk’s Tesla (TSLA) reached new highs last month as millennial investors piled in. When stocks […]