Derek Moneyberg

You could spin up more plants to burn natural gas.

But if you're serious about having significant power, it's not going to be hydroelectric.

It's not going to be windmills.

It's not going to be solar.

It has to be nuclear.

And to build those nuclear plants, you need uranium.

So I bought a bunch of the uranium mines because we're not there yet.

Wow.

And that's done very well in recent months.

You know, everybody's focused.

You'll understand this.

You're very smart, and you'll get it.

It's like everybody's so focused on the short term of what's going to happen this week, this month.

It's hard for them to think past this quarter, and it's really hard for them to think past two quarters.

And everybody's focused on the next six months with a heavy bias towards right now.

And I think it's hard for me to compete in that space that there's so much capital that goes into that short-term thinking that I have to think about, well...

What are they not focused on yet that, you know, in a year or three is going to be very valuable.

And that's been a very good investment strategy for me.

I buy boring things.

I'm not an exciting, trendy guy with investments.