The 2023 Sohn London conference is in the books, and it brought several great ideas from some very accomplished fund managers. Karim Moussalem of Selwood Asset Management, formerly of Goldman Sachs, presented his thesis for Glencore. His idea stems from the green-energy transition and issues around energy security, which he believes could be the biggest challenge we will face over the next five to 10 years. Moussalem also thinks there’s been significant misunderstanding at COP20 in Dubai this year, highlighting a number of pressures from the ESG (environmental, social, governance) community. Investing in energy He doesn’t see energy as a…
Sohn London: Why Tech Looks Overinvested – and Why It Needs More Energy Investments
Michelle deBoer-Jones
Michelle deBoer-Jones is editor-in-chief of Hedge Fund Alpha. She also writes comparative analyses of stocks for TipRanks and runs Providence Writing Services. Previously, she was a television news producer for eight years, producing the morning news programs for NBC affiliates in Evansville, Indiana and Huntsville, Alabama and spending a short time at the CBS affiliate in Huntsville.
