Tag: renewable energy | MOI Global

MOI Global | The Membership Community of Intelligent Investors

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

October 17, 2023 Antofagasta: Family-Owned Copper Miner With Strong Balance Sheet Read More

October 17, 2023 Subsea 7: Well-Positioned Business, Growing Market Share Across Cycles Read More

January 18, 2023 CRC: Top O&G Producer in California, Carbon Capture and Storage Leader Read More

January 16, 2023 Two Energy Ideas: Sprott Physical Uranium Trust, PrairieSky Royalty Read More

January 12, 2023 Thinking About Opportunities and Challenges in Developing Markets Read More

January 11, 2023 Seizing the Opportunity in Energy and Industrial Businesses Read More

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

July 1, 2022 Archaea Energy: Clear Leader in Landfill Renewable Natural Gas Read More

April 22, 2022 Harshan Jeyakumar on Intelligent Investing in Cleantech Read More

April 6, 2022 Great Eastern Shipping: Lowly Valued in Recovering, Cyclical Industry Read More

January 13, 2022 FLEX: Sustainable Manufacturing, With NEXTracker IPO on Horizon Read More

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

January 5, 2022 Value-Oriented Investing in the Sustainability Revolution Read More

December 14, 2021 Peter Mantas on Ideas Driven by Innovation and Societal Tailwinds Read More

October 14, 2021 Neste: Renewable Diesel Player, With Reinvestment Opportunities Read More

October 5, 2021 Disciplined Growth Investing in the Transition to Green Energy Read More

September 30, 2021 Adam Rozencwajg on the Investment Implications of Copper Supply Issues Read More

July 10, 2021 Woodward: Dominant, Sole-Source Provider at FCF Inflection Point Read More

April 30, 2021 Peter Mantas on Investing at the Frontier of Quantum Computing Read More