Investment Lessons and Renewable Energy Insights

This chapter shares a personal investment journey with GrafTech, highlighting the lessons learned from unmet expectations and aligning incentives with shareholders. It then explores the promising potential of PIF in renewable energy projects in South America, discussing its assets and growth prospects while navigating associated political risks.

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Episode notes

IN THIS EPISODE, YOU’LL LEARN:

01:34 - How to apply probabilistic thinking when approaching investing.
14:26 - Will’s structure for the “perfect portfolio”.
32:29 - Why Uranium hasn’t performed as most hoped for in 2022.
40:11 - How the sustainable energy supply chain is struggling to achieve healthy margins.
54:58 - Assessing different types of risk including political risk.
1:00:04 - The stock pick that got Will accepted into the prestigious Value Investors Club (founded by Joel Greenblatt) and what stock he would pitch today.
And much, much more!

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Massif Capital Website.
Will Thomson Twitter.
Trey Lockerbie Twitter.

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