A single year is a either a short period of time or a long period of time depending on how you use it.
Example: Reading
If you commit to reading just one hour/day and read an average of 25 pages per hour, that is over 9,000 pages.
The equivalent of 18 five hundred page books!
— The Rational Walk (@rationalwalk)
Dec 26, 2022
“The trouble is that most people want to be right. The very best people, however, want to know if they’re right.”
— John Cleese
— Milo Jones (@Inveniam)
Dec 26, 2022
Being non-judgmental is a superpower.
— John Mihaljevic (@JMihaljevic)
Dec 26, 2022
@manualofideas This is how i made money on alsn during ev hype. Aci during unlockdowns. And cown during rate hike hysteria.
— Jim (@dadstweetbox)
Dec 26, 2022
Searching for mispriced future cashflows, where the risk/reward skews favourably for the purchaser.
Good when nominal upside and mainly downside is priced in.
Even better if the upside runway is long, sustainable, and you’re able to accumulate much, cheaply. https://t.co/iv9UQDH0a7
— RonnyJ (@rasajhc)
Dec 26, 2022
@manualofideas It’s so funny how married some people are to the idea of ‘value’ = low PE… my value stocks are on like ♾️ PE with zero margins, declining revenues, chewed up balance sheets and typically the need to wind down inventories to survive.
— WorkyJ (@WorkyJ)
Dec 25, 2022
John @manualofideas is the real influencer. I think his Saturday email is link for link the highest signal to noise content I get all week. https://t.co/jhuI1HJ7K8
— Greenhaven Road (@GreenhavenRoad)
Dec 24, 2022
File Under: Forecasting is Hard https://t.co/I3zlRhx65n
— Ensemble Capital (@IntrinsicInv)
Dec 23, 2022
It is a great honor to be included in this company of excellent investors. Thank you @manualofideas and @JMihaljevic https://t.co/CJ7pG8GGSC
— Daniel Gladiš (@danielgladis)
Dec 23, 2022
Ian Clark on Private Equity-Style Investing in the Power Sector
December 22, 2022 in Audio, Diary, Energy, Equities, Invest Intelligently Podcast, Latticework, Latticework New York, Member Podcasts, Podcast, Private Equity, TranscriptsIan Clark, Managing Member of Dichotomy Capital and Chief Executive Officer of Dichotomy Power, joined the MOI Global community at Latticework 2022, held at the Yale Club of New York City on December 13.
This conversation is available as an episode of Invest Intelligently, a member podcast of MOI Global. (Learn how to access member podcasts.)
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About the keynote speaker:
Ian Clark is the Managing Member of Dichotomy Capital, a power focused investment manager that looks for opportunistic returns in the public and private markets. Ian leads the public security selection process for Dichotomy Partners, a long/short hedge fund that primarily invests in utilities, power companies, and the power industry daisy chain.
He is also the CEO of Dichotomy Power LLC, an entity that owns and operates renewable energy assets that produce more than 47 GWh/ yr of power and has a dedicated retail energy arm. He is a regular contributor to State level energy policy and is active in numerous energy trade groups.
Prior to founding Dichotomy, Ian was an analyst for a NY-based hedge fund where he led research on private power investments and analysis of publicly traded independent power producers.
He received his M.S. in Chemistry from the University of Oregon.