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Our Weekender is out!
This week, it is all about Bad Investments.

  1. Do not touch these two sectors
  2. The upcoming stream of defaults

and more 👇

#investments #Unicus
Bad Investments
Bad Investments

Joey Hirendernath's avatar
Joey Hirendernath
@joeyhirendernathMay 1
Banking is definitely a sector I’ve avoided due to sticking to my circle of competence. However it’s really interesting/surprising to see Solar and Solar Installers on the list of stocks to avoid. I feel like there is a strong narrative that creates an aura for the upside of the industry even if the reality is different. It’s refreshing to have a precautionary take @unicus
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