Investing in what we call pinch points which are sort of critical to completion goods and services that have limited competition. If you're a solar company selling your equity to Wall Street based on growth and you don't care about profitability, you'll pay whatever it takes. But remember, this is only as durable as the underlying promote. It's probably impossible to get a grip on the entire energy market so our advice would be to focus on a region, an area or a company.

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