EP39: Sold on Solar? w. Friso Alenus
Me & The Market Goliath
English - April 15, 2024 12:30 - 44 minutes - 41 MB - ★★★★★ - 1 ratingInvesting Business Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
We invited Friso Alenus who is an investor and Seeking Alpha Contributor from Belgium.
Friso has a distinguished degree in electromechanics and a profound interest in the world of finance and investments. His international investment portfolio consists of solar panel manufacturers, financial tech, footwear, gaming, semiconductors, healthcare, REITs, e-commerce listed in U.S. and Asia stock market exchanges.
Friso delivers thought-provoking analyses that resonate with seasoned investors and novices alike which has led him to have a following on fintwit with over 3,000+ followers. We deep dive into Friso’s investment philosophy and mistakes, the solar panel industry as well as the macro environment on solar energy and also why so many people missed out on the incredible returns from investing in the popular footwear company Crocs.
Episode Timestamps:
(00:00) Introduction
(01:17) What does investment mean to Friso?
(01:53) When did Friso start investing?
(02:12) Friso's investing style
(05:20) Did obtaining a degree in electromechanics help with investing?
(6:35) What is in the investing landscape like in Belgium?
(8:40) Home country bias
(10:47) Acquire a worldview to study and invest in international companies
(12:33) Due diligence process covering foreign companies abroad
(14:52) Crocs and why many investors overlooked this investment opportunity
(16:00) Crocs's acquisition of HEYDUDE
(21:38) The Solar Energy sector and why is Friso bullish
(25:00) Main concerns for companies like Enphase and Jinko Solar?
(27:33) Interest rates and headwinds impacting solar panels
(28:30) Why there is an upside with investing in solar energy
(28:58) Solar energy buyers and cost structure
(32:35) The role of infrastructure for solar energy development
(35:00) Importance of of margins for solar industry
(37:38) Friso's biggest investing mistake
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