Episode Details
| Title | Zach Dell - Powering the Future - [Invest Like the Best, EP.434] |
|---|---|
| Date | 7/22/2025 |
| Podcast | Invest Like the Best with Patrick O'Shaughnessy ↗ |
Key Insights
Bullish:
- 🟢 $DER - Distributed energy resources, particularly battery storage, are seen as a key solution to grid capacity issues and transmission congestion. This approach allows for faster deployment and better alignment with existing infrastructure and power loads.
- “The insight of base is around this idea of a distributed architecture. Let's go deploy energy technology assets starting with storage where the grid already exists so you don't have to wait in the interconnection queue, co located with the power load so you circumvent that transmission congestion.” - Zach (30:38)
- 🟢 $BATSTOR - 🔒
- 🟢 $GRID - 🔒
- 🟢 $ETECH - 🔒
- 🟢 $ELEC - 🔒
- 🟢 $LFP - 🔒
- 🟢 $ENERFIN - 🔒