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At VALUEx BRK, I talked about the need to fix US healthcare, which would make life better for all Americans.
https://t.co/cYrF7wwYNB
Our Founders knew that special interests would be a problem for our democracy, and that an answer was to shine a light so that the majority could see what was happening in the dark.
Two things you can do:
1. Ask every politician and journalist you meet why Medicare pays 8x for Ozempic what other countries pay.
2. Email your Senator and Representative about Senate bill 3548, which calls for hospitals and health insurers to make their prices transparent.
S3548 was introduced by two Republicans, two Democrats, and an independent Senator. And it is supported by ~90% of Americans. Ask your elected officials why it has not passed.
Thank you to Senator @Hickenlooper and his co-sponsors. Their leadership on this issue deserves our admiration and support.
Yesterday #wind produced 45.7% of British electricity, more than gas 20.1%, imports 12.9%, nuclear 12.2%, biomass 7.9%, solar 1.0%, hydro 0.3%, *excl. non-renewable distributed generation
This year marks a pivotal moment as the energy sector embraces AI, with its growing influence evident in packed conference sessions and a new focus in major reports like the IEA's Electricity Market Report.
https://t.co/Rs7scEYAfg
Macquarie is making a fresh takeover attempt of London-listed waste management company Renewi after an offer was rejected about a year ago, sources say https://t.co/EHIISaklZa via @business
You can riff relentlessly on all the excuses, but none will change the fact that nothing matters as much as prices. And in the US at least, they are just too high https://t.co/2XYt0ZHdSh via @business
New Insight: Renewable Energy Asset Valuation: Public Versus Private Markets
https://t.co/pSNRnwsAfq
In which we discuss the discrepancies between the private and public market valuations for asset-based companies in the clean energy sector.
- Understanding micro (industry) is more important than macro (economy)
- Understanding the supply side is more important than the demand side
- Understanding that there will be more volatility
- Outperformance of expectations with a margin of safety
Reflecting on an excellent book by David Einhorn - Fooling Some of the People All of the Time: A Long Short Story, we discuss the interplay between market “optimists” and “pessimists”:
https://t.co/k11Qh3Q4Jk
Published today, BloombergNEF’s New Energy Outlook 2024 presents the long-term energy and climate scenarios for the transition to a low-carbon economy.
Read the report online: https://t.co/wK30TnWs8V
Chartbook 284 The beginning of a new era: How the "global" energy transition is happening in China (Carbon Notes 13), by @adam_tooze https://t.co/hWCJ4RpZk1
Another take private offer this time from EQT for OX2. With an offer of 43% above OX2's closing price on Friday, it might look good in the short-term, but the harder question to answer is if it is a good deal for sellers over a five-year period.
https://t.co/VAyrbdYOGr