Hey C Lilly — I think the easiest way to start is to open our latest October issue and scroll down to the 'Crisis Investing' portfolio table. In there, check the companies under the 'Oil & Natural Gas' and 'Coal' sections. It may make sense to focus on the more recently recommended companies first.
From there, you can track down anything that interests you in two ways:
**Pop the company name into the search box at the top. A couple of issues will probably come up (some of them updates), but you’ll want to start with the original write-up — the one that matches the 'Open Date' in the portfolio table.
**Or look it up by date. Take the 'Open Date' from the table, then go to the 'Monthly Issues' tab on the main page and scroll to that month’s issue — that’s where the main recommendation will be.
It might take a few minutes the first time, depending on what you’re looking for, but most people get the hang of it quickly. Hope this helps!
The Webvan to Instacart comparision is spot on. Timing and execution matter as much as the techology itself. The energy angle is brillant. While everyone is trying to pick the next Amazon, youre right that backing the infrastructure play is smarter. If AI realy needs that much power, energy companies become the inevitable winer regardless of which AI firms survive the shakeout.
Had an IRA advisor recommend AI. I loaded up more on natural gas and oil pipelines. Nice dividends. Not sexy like AI. Dividend reinvest it. If portable nuclear is allowed that will hurt natural gas as energy for AI.
Hi! Subscriber here. Can you point me to the articles in the portfolio talking about energy companies? Thanks!
Hey C Lilly — I think the easiest way to start is to open our latest October issue and scroll down to the 'Crisis Investing' portfolio table. In there, check the companies under the 'Oil & Natural Gas' and 'Coal' sections. It may make sense to focus on the more recently recommended companies first.
From there, you can track down anything that interests you in two ways:
**Pop the company name into the search box at the top. A couple of issues will probably come up (some of them updates), but you’ll want to start with the original write-up — the one that matches the 'Open Date' in the portfolio table.
**Or look it up by date. Take the 'Open Date' from the table, then go to the 'Monthly Issues' tab on the main page and scroll to that month’s issue — that’s where the main recommendation will be.
It might take a few minutes the first time, depending on what you’re looking for, but most people get the hang of it quickly. Hope this helps!
The Webvan to Instacart comparision is spot on. Timing and execution matter as much as the techology itself. The energy angle is brillant. While everyone is trying to pick the next Amazon, youre right that backing the infrastructure play is smarter. If AI realy needs that much power, energy companies become the inevitable winer regardless of which AI firms survive the shakeout.
Not just energy. Transmission….
Had an IRA advisor recommend AI. I loaded up more on natural gas and oil pipelines. Nice dividends. Not sexy like AI. Dividend reinvest it. If portable nuclear is allowed that will hurt natural gas as energy for AI.