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TIP 504: Opportunities in Energy, Metals and Mines w/ Will Thomson
We Study Billionaires - The Investor’s Podcast Network
The Opportunities for Sustainable Energy?
Vessis owns a small piece of Gomesa, which we own via our investment in Siemens energy. The Chinese make polysilicon quite cheaply that we all use but their polysilicon producers mostly don't make any money either. Vessis has a net income margin of 5%, 4%, sometimes it goes negative. There are a lot of opportunities on the short side because there's a lot of enthusiasm about these things that the valuations don't justify.
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