Thank you, glad to hear. Scatterplots (price and valuation ones) will be soon a distinct section of the newsletter with US and if I have the data also EU coverage. EU wise even if not directly interested / involved, it’s nice to see on a relative basis with US be it financial flows, performance or via the integrated economics between the 2 big markets. Cheers!
The one on Energy from GS is updated by them periodically in their research portal with a comprehensive take on the space. Maybe Energy specialized sites have it also often but idk. Which other Venn diagrams you refer too given the question was in plural?
Got it. GS and other research places have them on many of their thematic and/or sub-sectors given a nice visual which tells a 1,000 words. I do them too also for my own use cases or custom research request from investors and the like. Links I don’t know, Bloomberg energy does them sometimes for Energy.
Thanks! Are you zh based?
Welcome Adrian.
'JaIn' :), my girlfriend is, me in Vienna ... commuting ... .
Yourself? ZH I guess :).
Great report, interesting and complete!
Thank you, great to hear! Have a great week!
Great update! Big fan of your scatter plots and good to know what's happening in EU, I can get too tunnel-visioned on the US sometimes.
Thank you, glad to hear. Scatterplots (price and valuation ones) will be soon a distinct section of the newsletter with US and if I have the data also EU coverage. EU wise even if not directly interested / involved, it’s nice to see on a relative basis with US be it financial flows, performance or via the integrated economics between the 2 big markets. Cheers!
Great selection of charts, love your work!
is there a regular source for these venn diagrams (not necessarily same 3 components) ?
The one on Energy from GS is updated by them periodically in their research portal with a comprehensive take on the space. Maybe Energy specialized sites have it also often but idk. Which other Venn diagrams you refer too given the question was in plural?
other venn diagrams from GS (or the like). was assuming the bottom\3rd ring may be other industries or sub-sectors.
any links?
Got it. GS and other research places have them on many of their thematic and/or sub-sectors given a nice visual which tells a 1,000 words. I do them too also for my own use cases or custom research request from investors and the like. Links I don’t know, Bloomberg energy does them sometimes for Energy.
great research and charts, thank you!
glad to hear, welcome!
Excellent analysis!
glad to hear, thank you, have a great week!
Interesting results and timely & key European metrics overview … thanks
Thank You !
Comprehensive and deep at the same time. Thanks for sharing!
Yep! let me know when you’re here for a coffee.
Sounds good Adrian, will do! Have a good weekend! 👍
Very helpful, thank you!
Glad to hear Six Bravo, welcome. More to come … have a great week!
great, thx!