Kyle Mowery, Founder and Portfolio Manager at Grizzly Rock Captial, LLC, stops by the Business Brew to teach the audience about sustainable air fuel. Bill deviates the conversation *a bit* to renewable diesel at times, but SAF is the primary topic.
SAF is a potentially interesting investment topic because it is the only known way to decarbonize air travel. Importantly, there appears to be a shortage in the near term.
Companies discussed include Darling (DAR), Calumet (CLMT), LanzaJet (LNZA) and more. Here is a link to one of Darling's early investor presentations about Diamond Green Diesel: https://www.sec.gov/Archives/edgar/data/916540/000119312511081529/dex991.htm
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Hunter Hopcroft - In Defense of REITS (and Marty Whitman!)
Elliot Turner Returns
Darren Fisk
Matthew Sweeney - Discussing Value
Hedda Nadler - Repping The Legends
Quick Drop: Wes Gray - Talking about BOXX, creating an ETF, and more
Corey Hoffstein - Get Stacked!
Will Thomson On Lithium, Copper, And More
Devin Martin - Finding Your Drive
The Pros and Cons of Being Public with Andrew Walker
Some Thoughts And Things - Regular Pod Back Next Week
Todd Schwartz - Expanding Credit Access
Ben Jenkins - On Mentorship, Being a Professional, and Allocating Capital
Craig Moffett Returns
Bill Chen - Is Now The Time for REITs
Andrew McAfee - The Geek Way
Jeremy Raper Returns
Keith Smith - Looking At Unique Ideas
Ryan O'Connor
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