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The Energy Transition Investor

Kit Winder, CFA

An investment research service focused on the energy transition.

Platform
Substack
PricingOnly free issuesPublishesTwice weekly
Issues5SubscribersRead kitwinder.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Whale Ho!

> “But what’s this long face about, Mr. Starbuck; wilt thou not chase the white whale! Art not game for Moby Dick?”

2 months ago
1
0

Prometheus to Polysilicon

In previous posts, we’ve seen that the clean energy bubble of 2021 turned into an antibubble of equal proportions earlier this year. Climate change continues to progress, while the weaker companies in the energy transition are shaking out, ...

2 months ago
3
2

Action... Reaction!

> “Climate change is much worse than you realise, but the fight against it is going much better than you think too.”

3 months ago
3
3

ET: What To Expect

The goals of this project are education and inspiration.

3 months ago
1
1

Authors

The writers behind this newsletter.

  • Kit Winder, CFA

    Senior Equity Analyst at ByteTree. Led by ex-HSBC fund manager Charlie Morris, ByteTree offers investment research services, such multi-asset portfolio management. I offer an energy transition investment research service.

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