Levi HelmsElectric Vehicles: Batteries (Part 2, direct part suppliers)As noted in Part 1, the goal of this series is to find value across the EV supply chain. In this section, I dig into the battery…Apr 2, 2021Apr 2, 2021
Levi HelmsElectric Vehicles: Are EVs to Gold as Batteries are to Shovels? (Part 1, intro)An EV analysis broken into 3 parts, each diving into different verticals: (1) EV Manufacturers (2) Part suppliers, and (3) Raw Materials.Mar 19, 2021Mar 19, 2021
Levi HelmsBitcoin is (finally) too significant to keep 0.0% exposureThe risk of not owning Bitcoin today are just as great as owning too much.Feb 15, 2021Feb 15, 2021
