Vistra Energy’s CEO rejoins The Stock Podcast to provide an update on the VST stock thesis. It’s always a pleasure to have Curt on the program to talk about his company and provide updates on the investment story. VST is one of my personal favorite investment ideas and Curt does a fantastic job of highlighting the key elements of the investment thesis. If you’d like to tune in to the first interview with Curt, click here!
Wind Energy
Michael Rucker is the CEO and Founder of Scout Clean Energy, a private renewable energy developer. Michael is a renewable energy veteran with many years of experience developing utility-scale renewable energy facilities. Tune in to hear Michael talk about the history of Scout Clean Energy and renewable energy project development.
Clearway Energy’s CFO Chad Plotkin joins the podcast to talk about the renewable energy business. Clearway Energy (CWEN), known previously as NRG Yield (NYLD), is one of the biggest owners of renewable energy facilities in the US. Tune in to hear Chad talk about the history of the company, the Global Infrastructure Partners (GIP) acquisition, and how CWEN’s diversified asset portfolio differentiates this yieldco from the others. It’s an extremely insightful interview, especially for investors who want to learn more about the natural deleveraging that occurs for renewable energy businesses.
Mike Garland, President and CEO of Pattern Energy (PEGI), is a wind energy veteran who leads one of the most formidable wind energy companies in North America. Mike provides an enormous amount of context and insight into the wind energy business and the outlook for the industry, as well as critical perspectives as to how investors should be thinking about the PEGI investment thesis.