Showing posts from May, 2023

TUB Assert - Tesla's Megapack Opportunity in the Solar Boom

In the course of my work, I have seen a sudden new strength and demand in the solar industry around late March to April of this year. This new demand is highly likely a realization after the Russia-Ukraine war. I still remember, after that realization, I checked the silver price. Technically, it was up year-to-date. Silver Price. Source: This was the same scenario for the silver mining companies. The previously undervalued ones had also gone up along with the silver price. Oh...If you still don’t know, silver is one of the main raw materials for solar panels. In fact, one of the main industrial uses for silver is in solar panels. Thus, I moved on from them and started looking at solar panel manufacturers and related companies in the industry. To be honest, their year-to-date charts did not show that they had risen significantly. But I remembered finding them too expensive from a valuation perspective. Basically, none of them had shown a significant fall from grace. Solar

TUB Path To 100% - May 2023

It has been some time since I last posted here, but rest assured that I have not been idle. For those who have been following my social media, you are likely aware that I recently authored a few articles on Seeking Alpha (Shared within this post) . If you haven't already, I invite you to follow me on my Seeking Alpha profile . Moving forward, my focus will be primarily on writing for Seeking Alpha, as it presents a fantastic opportunity for me to aim for the highest possible return in the shortest amount of time. However, I do plan to keep TUBInvesting alive and active. After all, it is where I began my journey . Going forward, I will be publishing 2 articles on TUBInvesting each month as part of two new series. The first series will be a monthly update, TUB Path To 100%.  It will document my journey towards recovering back to portfolio of 100%. The second series, TUB Assert , will feature special write-ups on companies, industries, or views that I find particularly compelling. As