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Sohn San Francisco Conference: Valiant Capital Says This Type of Energy Is The Future (Hint: It’s Not Renewable)

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Michelle deBoer-Jones
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Valiant Capital Management, 2024 Sohn San Francisco Conference
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It's impossible to read any website these days without seeing something about renewable energy. However, there's another form of energy that stands to benefit from the intermittent nature of renewables.

At the Sohn San Francisco conference this week, Chris Hansen of Valiant Capital Management presented his thesis for nuclear power. He believes Constellation Energy will benefit from the next big super-cycle in power, describing it as one of "the most compelling investment pieces and opportunity[ies]" that he's seen in the last 40 years.

The sector Hansen proposed is power, which he noted is a massive...

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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.