Catharina is an expert in the energy sector, including utilities, oil/gas, cleantech and unconventional/alternative energy. She has been a ranked analyst for global investment banks for many years. Her analysis covers thematic ideas and long as well as long/short stock picks.
I invest (technically) part-time, but I love the markets and immerse myself in them daily. I enjoy writing about my investment ideas as it helps me to organize my thoughts and I am happy to share if it helps others. I invite criticism as it will help sharpen my ideas, so please tell me where, in your opinion, I am going wrong.
Retired physicist/engineer with experience in magnetosphere dynamics, lunar photoelectron layer structure, satellite solar power systems, physics of nuclear-pumped x-ray lasers, urban transportation systems, reliability engineering, and, more recently, utility-level energy storage. In addition to working on energy storage I manage my investments (with moderate success). My strongest interest is in companies that will contribute to, and benefit from, the fight against global warming, and, since I expect that fight to be lost, to companies that will help mitigate such warming.
I am an independent investor with a background in finance & marketing. My investment philosophy is focused on value growth or special situation investing with an added focus on the O&G sector. I am also interested in shareholder activism and issues related to corporate governance.
I am an individual investor, interested in Energy, Utilities, Internet & Technology, my fund is limitied due to I only invest my own money, and my tracking record is just mediocre, but I am learning more and stay in this market for the long run.