Due Diligence

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Expect Less, But Better: Due Diligence Evolves
An announcement after a lot of ruminating.
 • 
Carter Kilmann
The economy, volatility, and interest rate risk
Three interesting reads.
 • 
Carter Kilmann
Are CLOs a threat to the financial system?
A look at collateralized loan obligations and their risks.
 • 
Carter Kilmann
April 2023
Oh, the Calamity — Is FRB FUBAR?
First Republic Bank remains in hot water.
 • 
Carter Kilmann
Community Spotlight: Eagle Point Capital
Aiming to build an indestructible long-term compounding machine.
 • 
Carter Kilmann
2
Are price targets meaningless? Let’s discuss.
Exploring the faults in a common industry practice.
 • 
Carter Kilmann
Unplugged? Why investors are losing confidence in Plug Power
Is Plug Power's Hydrogen Dream Too Ambitious?
 • 
Carter Kilmann
1
March 2023
I need your help.
The future of this newsletter hangs in the balance.
 • 
Carter Kilmann
Community Spotlight: Investment Talk
Honest and open-ended.
 • 
Carter Kilmann
Is hydrogen a golden ticket to future prosperity?
Follow the money: Air Products commits $15 billion to clean hydrogen by 2027.
 • 
Carter Kilmann
Keep your friends close and your enemies closer.
Two hydrogen companies look past their competitive overlap.
 • 
Carter Kilmann
Lithium spot prices are slipping. Are lithium miners in trouble?
A Chinese battery maker sent shockwaves through the industry.
 • 
Carter Kilmann
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