Yet Another Value Podcast
Yet Another Value Podcast
Andrew Walker
HX Research's Enrique Abeyta on importance of power generation, power crisis + $TLNE thesis
1 hour 2 minutes Posted May 17, 2024 at 11:29 am.
] Introduction + Episode sponsor: Fundamental Edge
] What is Talon Energy and why are they interesting to Enrique + quick background of Enrique Abeyta / importance of power generation
] Quirks with $TLNE thesis (re: OTC, utilities, etc...
] Coming power crisis
] $TLNE valuation
] Evaluating and addressing risks: nuclear accidents, capital allocation
] AI
] Post-bankruptcy process
] Upcoming election (risk of new administration
] Demand response and final thoughts
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1:02:09
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Show notes
Enrique Abeyta, Founder/CEO of HX Research, joins the podcast to share his thesis on Talen Energy Corporation (OTCQX: TLNE), an independent power producer ("IPP") and infrastructure company committed to the energy transition.
For more information about HX Research, please visit: https://daily.hxresearch.net/
Enrique's write-up on $TLNE: https://daily.hxresearch.net/p/an-actual-way-to-make-money-from-climate-change
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