Podknife - Energy: Energy Transitions and Value Investing with Will Thomson of Massif Capital by Industry Focus

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Energy: Energy Transitions and Value Investing with Will Thomson of Massif Capital

Podcast |: Industry Focus
Publisher |: The Motley Fool
Media Type |: audio
Podknife tags |: Business,; Business News,; Investing,; Stock Market
Categories Via RSS |: Business,; Business News,; News
Publication Date |: Jul 23, 2020
Episode Duration |: 00:53:44

With the world poised to transition toward carbon-free energy, investors across the energy and industrials landscape are being affected. Simultaneously, value investing is facing its most challenging period in years. Will Thomson of Massif Capital, a long/short investment firm focused on global opportunities in listed real assets, principally mining, energy, and infrastructure, joins Industry Focus Host Nick Sciple and Motley Fool Analyst Buck Hartzell to discuss how he’s investing in the coming energy transition and where he’s seeing value today.

Stocks Mentioned: TRQ, PLUG, BE, IVPAF, CCJ, KAS:KZAP

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