Really thought provoking contribution!
I went contrarian with pure play renewables right at the start of my inverting journey that started only this year
Solar tracking systems $NXT, utilities like $BEPC (mega deal with Microsoft turned it into a nice ai play too) $NEE and $ENEL
Sadly missed the train on infrastructure $HASI and a potential big cash grab at $AY with the impending private equity acquisition and compensation
Also a small bet on the future of uranium in $NXE , really long time horizon here, but sitting on the largest untapped uranium deposits, I have the time and patience to see if it comes through.
Some $ASWC shares were gifted to me, keeping them there because they perform really well, but I’m on the fence and will probably sell them at some point for profit and reallocation
I went contrarian with pure play renewables right at the start of my inverting journey that started only this year
Solar tracking systems $NXT, utilities like $BEPC (mega deal with Microsoft turned it into a nice ai play too) $NEE and $ENEL
Sadly missed the train on infrastructure $HASI and a potential big cash grab at $AY with the impending private equity acquisition and compensation
Also a small bet on the future of uranium in $NXE , really long time horizon here, but sitting on the largest untapped uranium deposits, I have the time and patience to see if it comes through.
Some $ASWC shares were gifted to me, keeping them there because they perform really well, but I’m on the fence and will probably sell them at some point for profit and reallocation
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3Mes
@deodorhunter thx for sharing!
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