John Petersen, a lawyer and CPA, has specialized in advising companies on corporate finance and business development for more than 30 years. He writes the deathless prose and dire warnings investors read in offering documents and SEC reports. While Petersen has served as a board member or executive officer for a handful of public companies, the bulk of his work is behind the scenes where precision and a passion for detail are essential. Petersen¿s investing style is that of ¿elephant hunter,¿ and nothing grabs his attention like a ¿multi-bagger¿ in the rough. His investing time horizon is two to four years. On the long side, Petersen looks for blood in the streets and stock prices that have been beaten down to unconscionably low levels. On the short side, he seeks out high-profile companies that trade at unsustainable levels while hype-intoxicated executives make the same tactical mistakes he¿s suffered through with clients. Petersen¿s sector focus is batteries and efficient transportation because he has almost a decade of experience in the industry, including a three-year stint as board chairman of an R&D-stage battery-technology developer. He¿s convinced these sectors are emerging investment mega-trends.
New products tend to follow the same pattern from conception to completion.
The environmental math for electric cars simply doesn't add up.
Manufacturers are more interested in making cars more efficient, not revolutionizing the industry with plug-ins.
Renewables carry high costs because of intermittent power.
Lithium-ion batteries can't be recycled effectively, something that will stifle their wider use.
Conserving energy by using technology metals is a losing game.
Both firms overestimate the car company's year-end cash position.
Stop-start engines are key in boosting efficiency. That's why battery makers that enable the technology are getting noticed.
A lot is riding on the Model S, but the odds are impossibly steep that Tesla will survive.
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