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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Alexandra Blumenfeld - Red Rover Founder
Kyler Hasson - Playing His Game
Chris Bloomstran - Taking Principled Stances
Margot Edelman - Trust This!
Stinson Dean - Talking Lumber
Meb Faber - Quant Savant
Kyla Scanlon - A Finfluential Conversation
J Mintzmyer - Shipping Extraordinaire
Rui Ma - Talking China
Logan Mohtashami - Bear Crusher
Seth Porges - Director: Class Action Park
Thomas Braziel - An Esoteric Episode
Jake Taylor - From First Principles
Jim O'Shaughnessy - Man, Myth, Legend
Outro - Season 1
Rick Van Nostrand, CFA - Consistently Hunting For Real Value
Jason Buck - Survive Like A Cockroach
Jason Wild - From $80k to $1.7Bn
Arnold Van Den Berg - A Must Listen Life, and Investing, Discussion
David Barr - From Venture Capital to The Venture Exchange
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