E43: Renewable Energy > Coal + Snowflake and the “Too Hard to Understand” Pile

🚨Badger has gone wild and the law tries to reign him in — with what success? Monkey, meanwhile, studies political theory and comes to the conclusion that nuanced political conversations require carefully defining the terms — and who has time for that? We reap what we sow. ⏳Is Badger a true long-term investor? Luke analyzes his long-term holdings and finds his average holding period to be 3.5 years, with a few outliers, including Enphase $ENPH and SolarEdge $SEDG. We discuss the costs and benefits of taking the long view. ⚡️Renewable energy sources are set to eclipse power generated by coal for the first time ever. Is nuclear fusion still too science-fiction? Monkey continues pounding the table for Eos $EOSE supported by claims about battery storage becoming a burgeoning trillion dollar industry. ❄️Is Snowflake $SNOW Too Hard to Understand and a Dodo set for extinction? Monkey shares his story from being a Bull to disappointment to kicking the company into the “Too Hard Pile” which is a useful investing structure. Badger wants to put Airbnb $ABNB in the same bucket but Monkey calls it the broken thesis — we discuss the difference. 💔We read a listener comment making the case for Badger’s compassion and grace — with a chilling and devastating conclusion. (you can tell who wrote the episode blurb this week - 🙄) 🍌Monkey teases a few upcoming new buys for the King of the Jungle Portfolio challenge — Round 1 — which ain’t over till its over. Sources mentioned: https://www.economist.com/business/2024/09/01/clean-energys-next-trillion-dollar-business https://www.canarymedia.com/articles/solar/chart-solar-power-is-shattering-global-records https://x.com/sv_techie/status/1827385973531144551 @sv_techie Segments: [00:00:00] Introduction [00:03:56] Luke got a Speeding Fine [00:07:00] Are We Really Long Term Investors? [00:15:49] The Inexorable Rise of Renewables [00:20:41] But Are Renewables Investable Right Now? [00:29:30] Listener Shout Outs [00:34:38] Is Snowflake in the "Too Hard Pile", and what is the Too Hard Pile anyway? [00:56:29] King of the Jungle Portfolio Update ---A humble request to all our listeners: please leave us a review on Apple or Spotify if our Wall Street Wildlife episodes have helped you become a better investor.You can find more episodes of the podcast at ⁠⁠wallstreetwildlife.com⁠⁠ where you can also get our "10 Laws of the Investing Jungle" free PDF download, and you can follow us at:⁠X.com/7LukeHallard⁠⁠X.com/7FlyingPlatypus⁠Wall Street Wildlife is also on Instagram @wallstreetwildlife.---Fed up with the stock market giving you a hard time?- Invest like seasoned pros with over 40 years in the game- Discover the world's leading companies- Sharpen your best investing practices and ditch the worst- Learn how to start investing- Essential investing principles to boost your returns---investing in stocks for beginners, stock trading for beginners, stocks and shares for beginners, investing 101, learn how to invest, stock market for dummies