Entering text into the input field will update the search result below

Alpha Trader Talks EV Infrastructure Plays With Pieter Taselaar (Podcast)

Alpha Trader profile picture
Alpha Trader

This week’s Alpha Trader podcast features hosts Aaron Task and Stephen Alpher talking EVs with Pieter Taselaar, founding partner and portfolio manager of Lucerne Capital Management. He’s also the CEO of European Sustainable Growth Acquisition Corp. (EUSG), a SPAC which hopes to soon close on its acquisition of ADS-TEC Energy, a German-based company that manufactures EV charging stations that can charge batteries in minutes without putting strain on a city's electrical grids.

Among the topics covered:

  • Task and Alpher discuss Fed Chair Jay Powell’s surprising hawkishness on Tuesday morning, which helped send stocks sharply lower. They also dig into Jack Dorsey’s exit from Twitter (TWTR), and what it might mean for the future of that platform.
  • Not an investor in the EV auto manufacturers, Taselaar instead looks for opportunities in companies providing the critical charging and battery infrastructure for the industry.
  • Key to his thesis is the need for fast charging, and - in addition to above-mentioned ADS-TEC Energy - Taselaar is a fan of Wolfspeed (NYSE:WOLF), and ASML (NASDAQ:ASML), who make the semiconductors necessary for the battery chargers. He’s also an owner of EVgo (NASDAQ:EVGO), a pure EV play which could benefit from the subsidies in the Biden infrastructure bill.
  • Nothing goes in a straight line, of course, and WOLF and EVgo have had rough recent runs. The EV revolution, however, is going nowhere, and Taselaar suggests investors consider adding on dips.

Listen to or subscribe to Alpha Trader on these podcast platforms:

This article was written by

Alpha Trader profile picture
Alpha Trader is a weekly investor-focused podcast produced by Seeking Alpha that will dive into the most impactful market news and set the stage for upcoming market events. Hosted by Aaron Task and Stephen Alpher, episodes will be available every Tuesday, and will include discussions with market experts on topics relevant to active traders.

Recommended For You


Disagree with this article? Submit your own. To report a factual error in this article, . Your feedback matters to us!

Past Podcasts

To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.
Is this happening to you frequently? Please report it on our feedback forum.
If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.