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Energy: Energy Transitions and Value Investing with Will Thomson of Massif Capital

Author
The Motley Fool
Published
Thu 23 Jul 2020
Episode Link
https://wherethemoneyis.libsyn.com/energy-energy-transitions-and-value-investing-with-will-thomson-of-massif-capital

With the world poised to transition toward carbon-free energy, investors across the energy and industrials landscape are being affected. Simultaneously, value investing is facing its most challenging period in years. Will Thomson of Massif Capital, a long/short investment firm focused on global opportunities in listed real assets, principally mining, energy, and infrastructure, joins Industry Focus Host Nick Sciple and Motley Fool Analyst Buck Hartzell to discuss how he’s investing in the coming energy transition and where he’s seeing value today. 

Stocks Mentioned: TRQ, PLUG, BE, IVPAF, CCJ, KAS:KZAP 

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