Newsletter
New format alert! Over the last few weeks, I’ve taken a step back from writing as regularly to think about what I want to share here and how I want to do it. Inspired by some of my favorite writers and newsletters, I’ve settled on a new format
climate
If you never make big promises, very few people will care about what you’re doing. But the other side of the coin, big paybacks, without those, you die. The very best industries, companies, and builders exude this balance. They walk the line between big promises and big payoffs. They
Newsletter
Over the last few months, I’ve slowly but surely tackled The House of Morgan and Titan by Ron Chernow. While I initially started reading the books to learn more about the time period and history of finance and energy in America, a different theme immediately surfaced – fatherhood. Despite having
investing
David Rubenstein recently interviewed Phillip Laffont, Founder and Portfolio Manager of Coatue, at a Bloomberg wealth conference. The video made its rounds on X over the last week and is well worth the 30-minute watch. One line at the end of the interview struck me in the context of the
energy
A shortage of skilled labor threatens the speed of renewable asset deployment.
Newsletter
The forces of supply and demand always apply.
Newsletter
We can’t repeat our core values too much.
Newsletter
This is a blog about sustainable investing and leadership strategies often applied to the energy transition. To receive Sustainable Returns in your inbox, subscribe here: Subscribe now "Well, we followed the process." We've all heard this line after a failed attempt. We didn't get
startups
This is a blog about sustainable investing and leadership strategies often applied to the energy transition. To receive Sustainable Returns in your inbox, subscribe here: Subscribe now One of my favorite clips in all of TV is the intro to the 8th episode of Winning Time - an HBO series
energy tranisiton
This is a blog about sustainable investing and leadership strategies applied to sustainability. To receive Sustainable Returns in your inbox, subscribe here: From 2000-2020, energy demand in the US stagnated mainly due to increased efficiency in the built world. Innovations in lighting, windows, insulation, and HVAC offset any demand increases.
Newsletter
In love, they say opposites attract. Two people with different strengths complement each other to make the whole stronger. When it comes to our strengths, we're told that if we hold a trait, we should avoid the one that sounds the opposite. For example, if we're
writing
With a little left to go in the first quarter, I've published almost 40 blog posts, even with work travel taking priority over the last few weeks. My previous high for a year is just over 50. I’m on pace to potentially triple my output. I heard