Author: The Future Fund LLC

  • Investment Thesis: Quanta Services (PWR)

    We believe Quanta Services (PWR) works as the go-to “picks & shovels” pure play for domestic energy transmission infrastructure. The leading specialty construction services franchise, PWR fits our Climate Sustainability megatrend.

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  • Tesla Outlook: 2019 Redux?

    As we look at Tesla today, the situation mirrors late-2019: Tesla was about to open the Shanghai plant, which doubled capacity, and launch Model Y, which doubled the company’s total addressable market (TAM). When Tesla opens plants in Berlin and Austin, Tesla’s capacity will double again. The Model Y launch

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