Thematic Signals Vol. 7, #7
On this edition of Thematic Signals, we are sharing a recent conversation we had with Brian Roth CEO of solar equipment company Three Sixty Solar.
Solar fits rather nicely into our Cleaner Living investment strategy and given what is occurring on the stimulus spending front and regulatory mandates, we were rather interested in chatting with Brian. We were also intrigued by how Three Sixty is approaching the solar market from a very differentiated design perspective. While we won’t give too much away here, we will share it is akin to something we are also witnessing with our Sustainable Future of Food investment theme. As Brian explains, there are also drivers attached to our EV Transition strategy as well.
As we draw several insights from the Three Sixty conversation, we would note the company is pre-revenue. For this reason, we can’t apply our Tematica Scorecard, which means for now Three Sixty remain on the bench for our indices. As Brian mentions, however, Three Sixty is addressing a few pain points we will keep them on our long-term radar screen.
Please note, that while we find the Three Sixty Solar story a very interesting one from a thematic perspective, listeners should use this interview for informational purposes only. In no way does this conversation constitute investment advice of any kind. For more see the following disclosure: https://rb.gy/kvfisc. Listeners who want to learn more about Three Sixty Solar can visit its Investor Relations website at www.threesixtysolar.com
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