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#42: Adam Rozencwajg On The Speculative Mania In Green Energy Stocks
Superinvestors and the Art of Worldly Wisdom
Tesla's ESG Framework Is Flawed
The oil price crash was really created by all of this, I guess, cheap capital that the companies were able to raise after the financial crisis. It seems to me that all this capital that's now flowing into green energy is going to inevitably create a similar type of bust in that sector. You just have to see some of these projects being bid on now with, you know, 4% project IRRs. Do you think that's reasonable? I think it's almost becoming a foregone conclusion.
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