#42: Adam Rozencwajg On The Speculative Mania In Green Energy Stocks
Superinvestors and the Art of Worldly Wisdom
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The Importance of Digging Deep in the Commodity and Energy Space
I lucked out. It's funny how just things work out fortuitously in that way that you can find somebody to work with. He was not only a brilliant investor, but also it seems like from the outside looking in at least that a good partner. There's definitely a huge advantage if you're willing to dig deep and take a little bit of a contrarian viewpoint. I think nowhere is that more prevalent today than in the energy markets.
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