Ryan Cohen, the Founder and President of Cohen Capital Value LLC (CCV), made a compelling presentation at the 2024 Invest For Kids Conference. His hedge fund, CCV, is a value-oriented fund focusing on misunderstood, high-quality assets in North America and Europe. Today, Cohen shared an investment thesis around Atlas Energy Solutions Inc (NYSE:AESI), a unique player in the sand-for-fracking industry. He laid out why he believes this company has untapped potential, backed by significant operational and cost advantages.
Why Atlas Energy Solutions?
Atlas Energy Solutions supplies the sand used for fracking, and Cohen argues that its strategic location and innovative logistics give it a massive edge in an otherwise tough market. Fracking, despite its controversies, remains a major method...
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