Juan Orbea

This style of thinking is foreign to me, but I find it fascinating, and important. Stereotypical "wealthy white liberals" ignore this at their peril: these more "traditional" values are actually quite popular even among some ethnic minorities in the United States, and even more so in places like Africa and India, which is exactly where Balaji is... See more

I'm excited to share with you a classic Maboussin  report  that explores the 10 common attributes he has identified great investors share. I find it very funny that the report was published by Credit Suisse a few years ago 🤣. Whether you're new to investing or a Henry Kravis  protegé , these attributes can help guide your thinking on how great

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Pebble fuel: Typically used for HTGRs, fuel pebbles are meltdown-resistant small, solid pellets that encase uranium fuel (typically HALEU). The pellets retain fission products under all reactor conditions and are structurally more resistant to neutron irradiation, corrosion, and high temperatures than are traditional reactor fuels. TRISO... See more

Over the past few months, venture activity in nuclear has converged upon nuclear fusion. Nuclear fusion has been garnering a significant amount of attention—perhaps at the neglect of its older sibling, nuclear fission. While the technology and progress of nuclear fusion is astonishing, we think the future of nuclear fission holds equal potential to... See more

The New Polymath brims with innovation examples from a variety of industries, countries and business processes.

Many investors saw the "death blow" to Amazon coming when the big established retailers started selling online. So while Amazon was born out of an initial appreciation for the growth of the internet, they stayed on top with execution. The ability to execute in an internet-native model vs. the transition big-box retailers were trying (and failing)... See more