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Why I’m Actively Looking at Aquaculture – Part 2
As a reminder, my investment thesis on aquaculture is simple: humans need to eat; humans have a growing demand for protein; we need a cost-effective, environmentally friendly solution for human protein consumption. In Part 1 I shared some background and began the process of assessing and testing the aquaculture thesis. This was mostly focused on…
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Now is the Time to Invest in Unconventional Water Resources
As the world grapples with a number of environmental matters, it has become widely known that the global water demand is expected to surge in the years to come. From now through to 2050, water usage is expected to increase 20-30% above the current level. Much of this has to do with the growing demand…
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Why I’m Actively Looking at Aquaculture – Part 1
My investment thesis on aquaculture is fairly simple: Humans need to eat; humans have a growing demand for protein; and we need a cost-effective, environmentally friendly solution for human protein consumption. Here I will share some background, and begin the process of assessing and testing the aquaculture thesis. Quick Overview The U.S. National Ocean Service…
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Lithium Powers the Way Forward to a Green Future
In the 21st century’s green economy, lithium is the new gold. It’s the key component for the batteries that power everything from acres of solar panels to fleets of sleek Mustang Mach-E’s. Demand for lithium will only increase, but the supply remains limited. Half of all the world’s known reserves are located in landlocked Bolivia.…