⁠Brandon Beylo
Here’s something people don’t like admitting.

Green Energy is one of the most carbon-intensive forms of energy out there.

No one wants to know how the sausage gets made!

To generate just half of U.S. electricity with wind would require 1,095,000 2 MW wind turbines. Each of them requiring 1,671 tons of material, including 1300 tons concrete, 295 tons steel, 48 tons iron, 24 tons fiberglass, 4 tons copper, and Chinese rare earth metals 0.4 tons of neodymium and .065 tons dysprosium. Then rinse and repeat every 10- 20 years with 3.7 trillion pounds of materials. That requires a lot of dirty mining. Renewables aren’t cleaner and greener than fossils, and they require a hell of a lot of fossils to mine the ore, deliver it to a crusher, blast furnace, and fabrication. Things the environmentalists and politicians never want to talk about. #GreenEnergy - John Lee Pettimore
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⁠Antonio Linares
What company should I do my next deep dive on?
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⁠Giuliano
I need to read everything Plato wrote.
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⁠iinvested
1Q'24 Baron FinTech Fund on $INTA

https://t.co/cz9p6s0Dbd

More fund letters here:
https://t.co/HhAAZQSpA6 https://t.co/vGGDTeDLnP
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⁠The Long Investor
$BTC is in a unique situation

It does not need to worry about fundamentals to move its price or the added variable of releasing an earnings report every Quarter

When the price touches the 200 MA on the weekly chart, you buy and accumulate underneath with a margin of safety. https://t.co/CKObemxKKs
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⁠Brandon Beylo
Total global copper production in 2023.

H/t @VisualCap

#copper https://t.co/8V4h92qGwE
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⁠Brandon Beylo
The Essential Peter Cundill Investment Philosophy

Buy:

• Undervalued

• Unrecognized

• Neglected

• Out of Fashion

• Misunderstood

Focus on:

Balance sheet > Income Statement https://t.co/4uxQbGOSLM
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⁠Giuliano
If you want to better understand someone, read the books they read. https://t.co/juVSwD6YoT
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⁠Brandon Beylo
https://t.co/PXjL6eiqMc

Christopher Nolan confirms #Interstellar is re-releasing in theaters this year to celebrate its 10th anniversary🍿

(via @empiremagazine) https://t.co/s8H6Pu4HjO - Culture Crave 🍿
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