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.
Streaming video was an industry in flux even before this weekend's surprise news. (00:21) Jason Moser discusses: - Ripple effects for Peacock in the wake of NBCUniversal CEO Jeff Shell resigning - Disney, and the fate of NBCUniversal's minority stake in Hulu - Johnson & Johnson aiming to raise $3.5 billion in the IPO spinoff of its consumer healthcare division (11:31) Nick Sciple continues his conversation with anonymous Substack writer Doomberg about Tesla's plans for the future and investing for energy pinch points. Companies discussed: CMCSA, DIS, JNJ, TSLA Host: Chris Hill Guests: Jason Moser, Nick Sciple, Doomberg Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd
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