Efficiencies

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QRHC Part 2: Mispriced Disruption
Change happens two ways: slowly, then all at once. Quest's revenues are accelerating in a way the market has yet to appreciate.
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Kira Ambrose
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QRHC Part 1: A Nano-cap Sustainability Play
An asset-light waste management service is set to deliver triple-digit earnings growth by helping corporations reduce waste and improve recycling
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Kira Ambrose
Recycling Part 2: Structural Issues
Demand for recycled material is surging but there are structural challenges to increasing supply
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Kira Ambrose
Disruption in Recycling Part 1
Let's talk trash, baby. Plastic trash. Recycling was upended three years ago and the solutions carry profound implications for business models…
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Kira Ambrose
Charging Infrastructure Part 3: Competitive Dynamics
EVgo believes it has a business with a moat - does it?
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Kira Ambrose
Charging Infrastructure Part 2: Electric Boogaloo
Part 2 of the series on EVgo & charging infrastructure takes a look at the drivers of market demand
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Kira Ambrose
EVgo & Charging Infrastructure: A Valuable Asset?
If you think that fast charging stations are high growth gas stations, you're wrong. Part 1 of this analysis digs into the unit economics of charging…
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Kira Ambrose
Efficient Take: February 2, 2021
Tesla math; Lithium demand
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Kira Ambrose
Efficiencies
Exploring business models, value chains and other interesting things at the intersection of strategy and sustainability

Efficiencies

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