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Investment Briefs

A collection of 2 posts
Fervo Energy ($FRVO) & Ormat Technologies ($ORA): Who Gets Paid for Geothermal Growth?
Investment Briefs

Fervo Energy ($FRVO) & Ormat Technologies ($ORA): Who Gets Paid for Geothermal Growth?

Fervo and Ormat offer different routes to geothermal growth. We compare cash returns, financing needs and valuations to assess the opportunity for shareholders.
Sept 6, 2026 25 min read
AerCap Holdings ($AER): Getting Paid for the Aircraft Shortage
Investment Briefs

AerCap Holdings ($AER): Getting Paid for the Aircraft Shortage

Aircraft shortages have strengthened AerCap’s lease economics and asset values. The question is whether those returns can endure once supply normalizes.
Sept 4, 2026 15 min read
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