There's an old investing rule, popularized by investing legend Peter Lynch, to invest in what you know. It's deceptively simple advice: The better you understand a business, the better equipped you are to recognize its opportunities.
Likewise, greater knowledge of a business improves your ability to recognize things that could potentially go wrong. That second part is especially important.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
When it comes to NuScale Power (NYSE: SMR), there's one thing investors should probably know before buying the dip: what its small modular reactors (SMRs) could actually cost to operate. This isn't, to be sure, a question investors can answer with much certainty today, mainly because NuScale doesn't have a commercial reactor in operation.
That said, a newly released study, which has not yet gone through peer review, offers a sobering estimate. And if the findings hold up, the operating costs for NuScale's reactors could pose a much bigger problem to its business than previously thought.
#recognize
Likewise, greater knowledge of a business improves your ability to recognize things that could potentially go wrong. That second part is especially important.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
When it comes to NuScale Power (NYSE: SMR), there's one thing investors should probably know before buying the dip: what its small modular reactors (SMRs) could actually cost to operate. This isn't, to be sure, a question investors can answer with much certainty today, mainly because NuScale doesn't have a commercial reactor in operation.
That said, a newly released study, which has not yet gone through peer review, offers a sobering estimate. And if the findings hold up, the operating costs for NuScale's reactors could pose a much bigger problem to its business than previously thought.
#recognize
5 hours ago
