I avoid those sector are
1,Government company and heavy depend on government based decision .( End of the day the money not their hard earned)
2, oil and gas and mining.
3, defence also cause their valuation and their revenue mismatch with my views.
4, power proxy like transformer and tower for high voltage,cause I think their replacement are 5-10 years or above.in my area I never seen any transformer was replacing 5-6 months or in years high voltage tower are 10 years old in my areas I don’t think they have to change in next 5 years.The current fomo is on power will bubble burst soon.
5, Ev I don’t think that Ev change everything end of the day it’s depend on fossil fuels and coal .if u know that a car in 10 years age how much pollution make , for a battery manufacturer already did that much pollution before that use .other also had.
| Subscribe To Our Free Newsletter |
