Thoughts on EV Investing

FI Fighter returned from his self-imposed exile with a renewed passion.  Now I’ll be the first to admit that his investing style is a little (ok, maybe a lot) more on the fringe than mine, but his concepts and theories are well-reasoned.  Perhaps the downside to his methods as the timing – not in the sense of timing the market but in having a measure of foresight in developing trends. Being ahead of the curve tends to have drawbacks as Elon Musk can probably attest.

He returned May 18th with a series of three posts/podcasts, one of which garnered my attention.  His views on metals – in particular Lithium – seem to resonate with me. I agree with his general view of market direction, our disagreement would be in the investment manner.  In short I prefer a greater margin of safety with a ‘proven concept’ where he’s all-in on a ‘plausible theory’.

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