Archive - Due Diligence

Expect Less, But Better: Due Diligence Evolves

An announcement after a lot of ruminating.

May 19, 2023 •

The economy, volatility, and interest rate risk

Three interesting reads.

May 12, 2023 •

Are CLOs a threat to the financial system?

A look at collateralized loan obligations and their risks.

May 5, 2023 •

April 2023

Oh, the Calamity — Is FRB FUBAR?

First Republic Bank remains in hot water.

Apr 28, 2023 •

Community Spotlight: Eagle Point Capital

Aiming to build an indestructible long-term compounding machine.

Apr 21, 2023 •

Are price targets meaningless? Let’s discuss.

Exploring the faults in a common industry practice.

Apr 14, 2023 •

Unplugged? Why investors are losing confidence in Plug Power

Is Plug Power's Hydrogen Dream Too Ambitious?

Apr 7, 2023 •

March 2023

I need your help.

The future of this newsletter hangs in the balance.

Mar 31, 2023 •

Community Spotlight: Investment Talk

Honest and open-ended.

Mar 24, 2023 •

Is hydrogen a golden ticket to future prosperity?

Follow the money: Air Products commits $15 billion to clean hydrogen by 2027.

Mar 17, 2023 •

Keep your friends close and your enemies closer.

Two hydrogen companies look past their competitive overlap.

Mar 10, 2023 •

Lithium spot prices are slipping. Are lithium miners in trouble?

A Chinese battery maker sent shockwaves through the industry.

Mar 3, 2023 •

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