Sector | Value Investing Substack | Aaron Pek | Substack

Sector

Industry primers and sector updates

There have been a veritable ton of incredibly solid writeups about SVB Financial + Implications for the US Banking Sector over the past week. I loved…

Mar 18

What If You Could Combine The Radical Efficiency of the LCC Airline Sector with the Railroad Industry? You'd Get Precision Scheduled Railroading (PSR)

Jul 15, 2022

Solar is the future of energy Benefits of solar: 1) Practically infinitely scalable unit economics (i.e. efficiency) 2) Localized installation (no need for heavy investment i…

Sep 5, 2021

Good primer on the dynamics of the oil price environment over the next 3 years Highlights: 1. Pre-covid demand was 100m bbl/day, while current demand is 95m bbl/day. OPEC+ and Neutrals are currently producing about 90m bbl/…

Jun 18, 2021

Oct 5, 2020

Diary entry #1 - Jim Chanos' interview on Carson Block's new channel Zer0es

Oct 5, 2020

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