by Rupert Hargreaves | Apr 13, 2018 | Premium members
To Partners, 2018 started off with continued optimism yet ended with a whimper. As finally, we began to see cracks form within the market's vast run. This was well overdue. A more hawkish Federal Reserve, Geopolitical concerns, and "peaky" FANG stocks lead the market...
by Rupert Hargreaves | Apr 10, 2018 | Premium members
Dane Capital Exclusive IEA is an undiscovered, newly public renewables focused E&C company with a compelling valuation – 3.8x 2018 EV/EBITDA and a free cash flow yield of around 25% and record backlog. IEA has a strong moat as 1 of 3 top-tier E&Cs to the renewables...
