Ian Clark of Dichotomy Capital presented his in-depth investment thesis on Generac (US: GNRC) at Best Ideas 2021.

Thesis summary:

Generac is a multinational manufacturer focused on standby generators. The company has expanded in the standby battery market and, owing to several prescient acquisitions, is becoming a leader in the electricity grid of tomorrow. As the electricity grid becomes more fragmented, Generac will capitalize due to its large asset base and should find multiple new revenue streams going forward.

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About the instructor:

Ian Clark is the Managing Member of Dichotomy Capital, a power focused investmentmanager that looks for opportunistic returns in the public and private markets. Mr. Clark leads the public security selection process for Dichotomy Partners, a long/short hedgefund 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. Mr. Clark is a regular contributor to State level energy policy and is active in numerous energy trade groups. Prior to founding Dichotomy, Mr. Clark was an analyst for 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 . Mr. Clark’s research has been showcased in SumZero, Institutional Investor, CNBC, Gurufocus, SeekingAlpha and numerous other publications.

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