Cracking podcast. Well done. China has plans for c345 Nuclear Reactors (double world fleet) - Source, 2008 paper by Chinas NDRC Director Jiang titled Chinas Nuclear Power under 1.5 degree.
Awesome list. Surprised Influence didn't make it - one of your great blogs - Munger said as you know that book made him hundreds of millions
Cracking piece Matt. EPS reported (notes) was $0.20 yet with add backs is $0.23 and >83% YOY & they have not even turned the dial on price. The moat is widening.
Great piece - awesome. I would add under what to look for; 1. who has funding, 2. management, and 3. register. That would materially change the preferred portfolio in my opinion.
Great article - excellent point on Working Capital. My preference however is Z1P (Zip Co). It is 400% cheaper to APT in ratio of market cap / vendor count. Future is bright for both APT and Z1P
Very good call on Z1P - truly undervalued - will be a $1b market cap company
Very nice to see FMG being supported. It still remains the #1 Acquirer Mutiple. Many thanks to LiveWire for publishing my earlier piece on FMG
Well written, inflation is well and truly about to kick off. As a teacher of Econometrics, I mapped 50 years of commodity data and we are about to enter a new era of inflation - hope you enjoy the piece https://www.linkedin.com/pulse/commodities-forrests-fortescue-rodney-forrest/