Newsletter
A New Threat to Mega M&A Transactions
Interest rates have stabilized, a “soft-landing” looks more probable, but regulatory pressures remain
Kevin Stevens
Newsletter
M&A Comes to Private Equity
Energy transition and AI growth power renewed interest in infrastructure
climate
Let's Make Sustainability Less of a Luxury Good
It's easy to villainize people who make different choices than we do. But does that mean they are anti-sustainability, or do they just have different priorities that we do?
Newsletter
Can We Solve the Perception Problem?
What happens when perceptions don't reflect reality?
climate tech
What's really going on?
The news covering solar, wind, and electric vehicles has been negative lately. Are things as bad as they seem?
climate
What Stays the Same in Climate?
We can't predict the future, but what can we count on to remain the same?
climate
Will 2024 Be the Year of micro-M&A in Climate?
5 reasons why climate M&A is primed for an active 2024
investing
Ignoring Identity and Embracing Uniqueness
Recently, someone asked me, "How would you identify yourself as an investor?" "I try hard not to." My answer surprised the recipient. I have thought a lot about this over the last 5+ years. Since reading Poor Charlie's Almanack, The Most Important Thing, and
investing
We’re All Allocators
If you asked 100 people their definition of investing, you would likely get at least 90 different answers. The explanation that’s always stuck with me is: The art and science of allocating finite resources for optimal outcomes. The line is captivating because it applies to almost everyone and everything.
Newsletter
3 Climate Tech Risks for 2024
And why surviving them matters
climate
Climate Tech Needs More Growth Capital
Why now is the time to be a Growth investor in climate.
climate
A New Consumer Risk for Climate Tech
Adoption gives way to a new type of risk