Gabriela (Gaby) Herculano
@GabyH_CLMAGreen investor at the intersection of finance and sustainability.
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So Mike Wilson, Morgan Stanley’s super bear, is now a bull. I am worried there are not many buyers left. This is game theory at its best. Who will wait for inauguration to start selling and who will call this irrational exuberance and follow Buffett and start selling massively?
Meta should try to buy Perplexity. That is the way for them to enter into the next wave of search. I don’t Google anymore. Once you use Perplexity you can’t stand wasting time on Google. Love Sundar, he is my MBA classmate at Wharton but boy he has a problem!
Outstanding!
BREAKING: Tesla shareholders have officially re-approved Elon Musk's 2018 compensation package, and approved Tesla's reincorporation to Texas, according to @elonmusk Let's goooooo!!!
5 deeply discounted names in #EnergyStorage. A vertical for @ARKInvest but names not (yet!) talked about by @CathieDWood nasdaq.com/articles/five-…
A great reminder from the founder of Netflix. For all entrepreneurs out there!
We were competing against Blockbuster. They were doing $6 Billion per year. They had 60,000 employees. They had 9,000 stores. Even the idea of taking them on was crazy. But that's what an entrepreneur does. They do the thing that everyone says will never work..
$TSLA should not use any of its cash position to buy back shares. #Tesla has an incredible capex ahead. Let’s hope that long term value creation is not compromised by desire for short term share price advance.
What does a tale of two cities "worst of times, best of times" applies to the #energytransition? Please read my article for the @illuminemNews on our current "trilemma" and how demand destruction is accelerating the adoption of solutions. illuminem.com/illuminemvoice…
On Dec 1st #Tesla will deliver the first Semi to Pepsi. The IRA Bill will make diesel trucks more expensive than electric ones as early as next year. Energy transition accelerates! Tesla Semi Looks Like a Bidenmobile Spurred by the Climate Bill bloomberg.com/news/articles/…
Time flies! About 3 months ago I started writing weekly articles for @Nasdaq, the "World Reimagined" series. I will be posting each one of them this week and next. I talk about #v2g, #precisionfermentation, #ESG and much more! nasdaq.com/articles/the-e…
Energy is reshaping building, and real estate developers have the opportunity to play a key role. The building of the future has solar rooftop, is incredibly energy efficient, has behind the meter batteries and is V2G ready. That future BTW is here! ftadviser.com/investments/20…
An ESG index that excludes $TSLA and includes Exxon? That epitomizes what is wrong with the current ESG approach! Thank you @proactive_UK for the chance to elaborate on how ESG3.0 can solve this. youtu.be/DYUVIIeJMyE
What is #ESG3? Similar to #Web3 that is about decentralization, energy transition too is about digitalization, decentralization and decarbonization. Thank you @proactive_NA for the opportunity to explain in more detail. youtube.com/watch?v=PbX1Df…
#Didyouknow $NFI and the Toronto Transit Commission, currently the 3rd largest transit system in North America, have strengthened their partnership by agreeing on a supplier deal that would see NFI Group provide up to 565 electric buses over four years. #Electrification #Mobility
Alstom has signed a 650-million-euro agreement with Swedish railway operator SJ to supply 25 high-speed electric trains with an option to order a further 15 additional Zefiro Express trains. Deliveries are expected in 2026. #Climate #Electric #Mobility #Acceleration
Germany showcasing how to accelerate the transition. @cleanenergywire has been doing an incredible coverage of recent developments.
With its new proposal for a renewables reform, the German climate ministry @BMWK has again increased RES targets #EEG Now aiming for total installation of 215 GW of solar PV and 115 GW of onshore wind in 2030 cleanenergywire.org/news/germany-b…
The Monthly Dose of Climate Solutions, March Edition is out. Please subscribe! linkedin.com/feed/update/ur…
$TSLA started a very disruptive process, converging transportation and energy. More players line @SonoMotors and @NuvveCorp are further re-designing cars. Computerized power plant on wheels. I elaborate on this article for @Nasdaq nasdaq.com/articles/cars-…
Excellent article by @AndrewDessler The acceleration of renewables is happening because it is the rational decision. FF simply will not be able to compete. It is not any less volatile, any cheaper or cleaner. #EnergyTransition full speed ahead. expressnews.com/opinion/commen…
We need to be more precise on #ESG definitions. I share suggestions in this article I wrote. www-nasdaq-com.cdn.ampproject.org/c/s/www.nasdaq…
Germany, 4th largest economy, making history accelerating energy transition. www-politico-eu.cdn.ampproject.org/c/s/www.politi…
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