An Ode to Luck: Revisiting my Tesla Valuation
When investing, I am often my own biggest adversary, handicapped by the preconceptions and priors that I bring into analysis and decision making, and no company epitomizes the dangers of…
Posted inRenewable Energy Research & Development
Workshop to Discuss Research Roadmap on Utility-Scale Renewable Energy Technologies
The California Energy Commission (CEC) will conduct a workshop webinar on February 5 to discuss the research roadmap on renewable energy generation technologies for utility-scale applications. In 2017, the CEC…
Posted inData Update
Data Update 2 for 2020: Retrospective on a Disruptive Decade
My data updates usually look at the data for the most recent year and what I learn from them, but 2020 also marks the end of a decade. In this…
Posted inBig Data Crowd Wisdom Data Update
Data Update 1 for 2020: Setting the table
Starting in the early 1990s, I have spent the first week or two of every new year playing my version of Moneyball, downloading raw market and accounting data on publicly…
Posted inClimate Change Energy Policy Renewable Energy
Former State Senate President Pro Tem Shares How California Has Been At the Cutting Edge in Clean Energy Policy
Former State Senate President Pro Tem Kevin de León considered the California Energy Commission (CEC) a longtime partner in the efforts to champion California’s global leadership in combating climate change…