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January 17, 2024 TPI Composites: Wind Turbine Blade Maker at Cycle Inflection Point Read More

December 22, 2022 Ian Clark on Private Equity-Style Investing in the Power Sector Read More

January 12, 2022 PG&E: Valuation Discount Unwarrated Under New Management Read More

January 14, 2021 Generac: Standby Generator Maker, Leader in Electricity Grid of Tomorrow Read More

March 25, 2020 Ian Clark on Intelligent Investing in Crisis Mode: Selected Ideas in the Power Sector Read More

January 10, 2020 Pinnacle Renewables: Temporary Headwinds, Long-Term Tailwinds Read More

June 28, 2018 Darling: Recurring Cash Flow and Longer-Term Societal Tailwinds Read More

January 11, 2018 Atlantic Power: Underappreciated Independent Power Producer With Quality Assets Read More

January 11, 2017 Dynegy: The No Good, Rotten, Very Bad Year Read More