Speak what you think today in hard words and tomorrow speak what tomorrow thinks in hard words again, though it contradict every thing you said today - RWE
@markkaplan20 MDs are likely too tied up by the system and probably threatened by it too to push for this information, so thank you for taking up this enormous challenge. I'm guessing most of them are relieved this conversation is at least happening. Let's avoid the double faults!
@republicagt Que dicen las cifras en base a paridad de poder adquisitivo? Para productividad es mejor verlas de esa manera que como está la tabla en cifras nominales que no dice tanto
@marktilbury sound advice. in the first one I would include reading as much as you can. somebody went through the trouble of writing, which is very hard, for a reason.
@BlackPantherCap I like the analysis but I read as generally bullish for the sector. Right now too high a CapEx req for one company to reign supreme. Risk shifts more and more to execution and later down the line to the quality of energy.
@jiahanjimliu@daniel_koss great analysis but understandably limited to huge and specific type of players. If you are creating a new venture wouldn't you try to use what's already out there? Not a lot of companies developing their in house Windows. So also a volume play maybe for $NBIS in the long run
@gregogallagher Bowling 300 is sooo fknn boring and simple
Throw the ball knock down all the pins
Be ruthless about knocking them all down. every. single. time
Thats it