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Sustainable Returns

Kevin Stevens

I share thoughts on the most enduring concepts in investing, energy, and leadership.

Platform
Substack
PricingOnly free issuesPublishesDaily
Issues170SubscribersRead kevindstevens.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Lessons from Rockefeller’s Letters to His Son

Over the last few months, I’ve slowly but surely tackled The House of Morgan and Titan by Ron Chernow.

2 months ago
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Don’t Get Too Cute

David Rubenstein recently interviewed Phillip Laffont, Founder and Portfolio Manager of Coatue, at a Bloomberg wealth conference. The video made its rounds on X over the last week and is well worth the 30-minute watch. One line at the end o...

4 months ago
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The Next Big Bottleneck

I think I am alone in this, but The Goal was one of my least favorite business school books.

7 months ago
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Solar Supply and Demand

Last week, the Financial Times posted the graphs below highlighting two solar trends going in opposite directions.

7 months ago
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Authors

The writers behind this newsletter.

  • Kevin Stevens

    Head of Growth at Energize Capital. Sharing weekly insights from over a decade in climate tech as an executive, operator, and investor.

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