Thematic Signals Vol. 7, #7
Talking Solar with Brian Roth, CEO of Three Sixty Solar
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
Recent Thematic Signals
Thematic Signals, Vol 7, #6 - Rising Retirement Ages, Inflation, Ransomware, Microbes... and RDJ?
Thematic Signals, Vol 7, #5 - So many thematic confirmation points to share... yet again!
Thematic Signals, Vol 7, #4 - In Our Own Words
Thematic Signals, Vol 7, #3 - Sure there was the 2023 Super Bowl 2023 and its commercials but bring on more thematic confirmation points.
Thematic Signals Vol 7, #2 - Earnings season, economic data nor a Fed meeting have slowed the pace for confirming signals for our thematic.
Thematic Signals Vol. 7, #1 - Entering 2023, confirmation points for our thematic strategies continue.
Tematica Thematic Indices
Foxberry Tematica Research Cybersecurity & Data Privacy Index
Thematic Signals+ is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.