http://www.triplepundit.com/2008/12/introduction-to-clean-technology-investing-a-must-read-presentation/ Business, Better. Since 2005 Fri, 10 Feb 2012 07:33:00 +0000 hourly 1 http://wordpress.org/?v=3.3.1 http://www.triplepundit.com/2008/12/introduction-to-clean-technology-investing-a-must-read-presentation/comment-page-1/#comment-10052 joethevc Fri, 19 Dec 2008 14:41:45 +0000 http://www.triplepundit.com/wordpress/2008/12/introduction-to-clean-technology-investing-a-must-read-presentation/#comment-10052 I didn't read this entire presentation, but I think it is worth it to the "aspiring" investors to notice that the author is describing a discrete veneer of knowledge about the world -- much like what the average person might might tell someone about their car, after their mechanic gave them the bill and told them what they fixed. Why do they recommend investing capital in "solar" (orphan adjective aside) or biofuels? I could just as easily, and probably more correctly, say that you should be investing in low-cost solutions to greenhouse gas emissions because regulation will change how that is priced. Or to invest in certain types of power generation equipment because that is what is demanded by the market. Remember, punditry is a social license. Or perhaps, in this case, we only need to talk about a "thing", rather than to truly understand the system that we are describing. I didn’t read this entire presentation, but I think it is worth it to the “aspiring” investors to notice that the author is describing a discrete veneer of knowledge about the world — much like what the average person might might tell someone about their car, after their mechanic gave them the bill and told them what they fixed.
Why do they recommend investing capital in “solar” (orphan adjective aside) or biofuels? I could just as easily, and probably more correctly, say that you should be investing in low-cost solutions to greenhouse gas emissions because regulation will change how that is priced. Or to invest in certain types of power generation equipment because that is what is demanded by the market.
Remember, punditry is a social license. Or perhaps, in this case, we only need to talk about a “thing”, rather than to truly understand the system that we are describing.

]]> http://www.triplepundit.com/2008/12/introduction-to-clean-technology-investing-a-must-read-presentation/comment-page-1/#comment-10051 Greg Berry Tue, 09 Dec 2008 11:36:33 +0000 http://www.triplepundit.com/wordpress/2008/12/introduction-to-clean-technology-investing-a-must-read-presentation/#comment-10051 Thanks for the post -- good review and helpful, clear explanation. Lightspeed also just made their 2009 Cleantech projections: http://lsvp.wordpress.com/2008/12/03/2009-cleantech-predictions/. Thanks for the post — good review and helpful, clear explanation.
Lightspeed also just made their 2009 Cleantech projections: http://lsvp.wordpress.com/2008/12/03/2009-cleantech-predictions/.

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