Yet Another Value Podcast
HX Research's Enrique Abeyta on importance of power generation, power crisis + $TLNE thesis
May 17, 2024
Enrique Abeyta from HX Research discusses the importance of power generation, the looming power crisis, and his thesis on Talen Energy Corporation. Topics include the unique $TLNE thesis, upcoming election risks, demand response, and evaluating risks like nuclear accidents and capital allocation. The episode provides insights on the energy transition, AI technology, and post-bankruptcy processes in the power industry.
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Quick takeaways
- Talon Energy, an independent power producer, has significant upside potential amidst a forthcoming power crisis scenario.
- Investors should strategically assess entry points and trading challenges to capitalize on Talon Energy's growth prospects.
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The analyst academy offered by Fundamental Edge is a practical course focused on equipping individuals with the tools and skill sets necessary for success as buy-side analysts, drawing experience from notable firms like Maverick Capital and Citadel. It is emphasized that the academy is not primarily centered around stock picking but instead guides learners through a rigorous process, covering idea generation, thesis communication, and value addition as an analyst. While financial modeling plays a central role, the academy aims to teach essential skills beyond modeling to support learners in their analyst roles.
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