MI253: The Bull Case For Commodities w/ Lucas White
The Intrinsic Value Podcast - The Investor’s Podcast Network
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Investing in Clean Energy Companies?
The opportunities are pretty strong across the board. Fosso-fuel companies are deep value right now, trading at very, very restrained levels relative to their ability to generate cash flow on the clean energy side of things. These companies that produce clean energy materials are going to make a lot more money over the next 10-20 years than they ever had enough before. Ag and water, we see opportunities, but not quite as exciting as what we see on the energy and metals side of thing.
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