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Utilities Industry Overview from Goldman Sachs
Started by JRo
Replies0

Barron's Interview with Builders FirstSource new CEO Peter Jackson (who is the former CFO)
Started by JRo
Replies0

Decade-long tailwinds Expected to Drive Power Demand Growth
Started by JRo
Replies0

Torsten Slok's (of Apollo) Real Assets and Infrastructure Outlook for 2025
Started by JRo
Replies0

ISM Down 24 of the Last 25 Months (Longest Stretch On Record According to Goldman Sachs)
Started by JRo
Replies1

24 Screenshots from Torsten Slok's (from Apollo) Outlook for 2025 (Pay Attention to the First two)
Latest by JRo
Replies0

Building Products Companies Operating in "Trough" Conditions
Started by JRo
Replies0

Has the U.S. Underinvested in Industrial and Manufacturing Capacity (ex Data Centers and EVs)?
Started by JRo
Replies6

Goldman Sachs Reverse DCF on Tesla and Offers One Possible Scenario that Could Justify the Valuation
Latest by Cale
Replies0

New Goldman Sachs Note out on Quanta (PWR) & Related Rising Utility Capex Spending and Growth Rates
Started by JRo
Replies2

Some Potential Solid News from Trump for Industrial, Energy, and Infrastructure Investors
Latest by JRo
Replies0

Alphabet Invents Quantum Computing Chip
Started by JRo
Replies0

Data Center, Transmission Lines, and Electricity Demand Surging
Started by JRo
Replies0

Some Recent Sentiment Indicators
Started by JRo
Replies0

Buffett Ratio Recently Hit All-time High According to Dr. Ed Yardeni
Started by JRo
Replies0

Thoughts on Howard Mark’s “Sea Change” Memo
Started by JRo
Replies0

Michael Mauboussin’s Latest (visuals he created but never used in past white papers)
Started by JRo
Replies1

Bridgewater co-CIO on strengthening U.S. industrial policy
Latest by JRo
Replies0

Electrification of Everything
Started by JRo
Replies0

JRo's Notes: Donaldson Q1:F2025 Earnings
Started by JRo

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