IntellZine just wrote an article on how to Invest in the Future of Self-Driving Cars and EVs (https://www.intellzine.com/2020/12/invest-in-future-of-self-driving-cars.html).
Showing posts with label Investment. Show all posts
Showing posts with label Investment. Show all posts
Thursday, December 31, 2020
Tuesday, March 4, 2014
Chris McKnett: The investment logic for sustainability | Talk Video | TED
Chris McKnett: The investment logic for sustainability | Talk Video | TED:
Chris McKnett gives a wonderful talk on investing and the idea that all investors should start looking at ESG (economic, social and governance). The economic is obvious, profits. Social is the impact to people in general, and governance is corporate social responsibility (CSR).
Generally the research shows that there is no downside to being socially (and environmentally) sustainable. But in the long term, some of these companies that are irresponsible can be expected to lag behind.
Chris implies that as an investor it could be (?is?) irresponsible to invest in companies that are and continue to be non-sustainable. The point is that the downside risk is dramatically increased for non-sustainable companies and those that don't aggressively plan related to their non-sustainable ways.
Maybe an example would be having a lumber-based business where you are chopping down the trees. A sustainable plan would be to replant at the rate of usage. At a minimum, you should find another country with too many trees, so you can get past the inevitable lumber crunch on the horizon...
One of the beauties of this talk is that it focuses on just the financials of the sustainability issue. If big institutional investors started seriously considering the sustainability of their investors, then it would become front and center to all investments everywhere.
The problem with non-sustainable business practices is that they always, always, have negative externalities associated with them. And we all bear the costs of their negligence.
'via Blog this'
Chris McKnett gives a wonderful talk on investing and the idea that all investors should start looking at ESG (economic, social and governance). The economic is obvious, profits. Social is the impact to people in general, and governance is corporate social responsibility (CSR).
Generally the research shows that there is no downside to being socially (and environmentally) sustainable. But in the long term, some of these companies that are irresponsible can be expected to lag behind.
Chris implies that as an investor it could be (?is?) irresponsible to invest in companies that are and continue to be non-sustainable. The point is that the downside risk is dramatically increased for non-sustainable companies and those that don't aggressively plan related to their non-sustainable ways.
Maybe an example would be having a lumber-based business where you are chopping down the trees. A sustainable plan would be to replant at the rate of usage. At a minimum, you should find another country with too many trees, so you can get past the inevitable lumber crunch on the horizon...
One of the beauties of this talk is that it focuses on just the financials of the sustainability issue. If big institutional investors started seriously considering the sustainability of their investors, then it would become front and center to all investments everywhere.
The problem with non-sustainable business practices is that they always, always, have negative externalities associated with them. And we all bear the costs of their negligence.
'via Blog this'
Saturday, October 1, 2011
Making Mad Money on Sustainability Mega trends
Check out the episode of Mad Money on September 29 (Thursday) when Cramer talks about three mega trends where you can make money. Even in the current insane marketplace.
One it energy efficiency: Look for HON, JCI and more. All favorites of this blog. looking at big EE savings (vs EE&E planning... :-)
World food shorage: stocks to buy include Deer (DE) and Potash.
Healthy food trends include: Chipoltle, Haines & Panera.
He's looking for decade-long trends, or longer.
Even if you can't do anything else about sustainability issues, you can make a little GREEN off of the mega trends.
http://video.cnbc.com/gallery/?video=3000048374
One it energy efficiency: Look for HON, JCI and more. All favorites of this blog. looking at big EE savings (vs EE&E planning... :-)
World food shorage: stocks to buy include Deer (DE) and Potash.
Healthy food trends include: Chipoltle, Haines & Panera.
He's looking for decade-long trends, or longer.
Even if you can't do anything else about sustainability issues, you can make a little GREEN off of the mega trends.
http://video.cnbc.com/gallery/?video=3000048374
Subscribe to:
Comments (Atom)