Power Shift

Investment Philosophy

Energy transition investing across clean energy, grid infrastructure, batteries, nuclear, and industrial decarbonization. Valuation-disciplined approach to a high-growth secular theme.

About Power Shift

Power Shift covers clean energy, grid modernization, batteries, nuclear, and industrial decarbonization. He's mission-driven but valuation-aware — he won't buy a story without the numbers to support it. The energy transition is the defining investment theme of the decade, and he's positioned across the entire value chain.

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