Investors in niche, complex and highly orthogonal hedge fund strategies
https://t.co/TJ5CtebnFH
May 5, 2022 • 6 tweets • 2 min read
Yesterday we had the pleasure of speaking to NuScale Power CSO/CFO Chris Colbert. We link to both parts of the Spaces below (we had tech issues midway).
Important takeaways: $SMR has built a better nuclear power device, it is the first mover in space, but stock is very cheap /1
Their machine is much safer, operates without external power, it can passively shut itself off in event of an issue, and it can be built in half the time as regular nuclear power plants. It can be built in a factory and over time, will get cheaper. /2
Jan 13, 2022 • 9 tweets • 2 min read
Yday we did our first, of many, Spaces. Topic was Irish Banks. We were v impressed by the quality of the audience and questions. Keep sending us your q's and thoughts.
We hoped to record it, but couldn't. For those that weren't on it, here is a thread on why we love Irish Banks
To start, Irish banks have an obv troubled past. Near death during GFC, huge NPL's, declining loan balances, declining earnings, low ROE's...
