22
Oct
Update: AWS Lightsnail Struggle
Hello everyone - as of monday, I have switched from AWS lightsnail, which I use to host my articles to
Latest
22
Oct
Belimo AG $BEAN part 1/3
06.24.25
For this month, we are looking at Belimo AG, a small company with incredible ROICs & strong
17 min read
22
Oct
Bruker Corp. $BRKR Part 1/3
08.25.25
I first came across this business while looking at the Waters Corporation a few years back, and
8 min read
21
Oct
Cheap Power, Slow Buildout: Ontario’s EV Charging Paradox vs Los Angeles:
08.22.25
Introduction:
This month, I wanted to dive a bit deeper into North America’s EV charging infrastructure—
12 min read
20
Oct
$FSLR
07.08.25
Investment Thesis:
* SO: 107,250,000 * Price ~165 = $17,696, 250,000
* EV: 17, 696, 250, 000
16 min read
30
Sep
The Death of Renewables! ($FSLR & $NXT)
07.07.25
In this piece, we’ll look at the “One Big Beautiful Bill” — a sweeping policy package that
3 min read