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We aim to provide thoughtful considered research on companies in the Energy, Alternatives, and Industrials space. We write as former investment professionals with several decades of experience in managing large portfolios and conducting industry analysis. We draw on specific industry expertise for our work. We aim to be thorough but we are only human and we have and will make mistakes or leave omissions in our work. Our articles are not intended as investment advice, and should not be interpretation as a recommendation to buy or sell a certain security or group of securities, so please conduct your own due diligence. At any time we may be positioned long or short in the securities under discussion. Our research will be both long form and short form. In time we will add paid posts along with short form free summaries. Subscribe to get full access to the newsletter and website. Never miss an update.

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Fundamental research on energy, industrials and other problem children. Should not be taken as investment advice. Author may have position in stocks discussed. Do your own due diligence.

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Former fund manager and energy specialist