This Insider Just Placed a Huge Bet on Clean Energy

Alexander Boulden

Posted May 24, 2023

Dear Reader,

What goes up must come down.

It’s the universal law of the land.

And no one knows this better than experienced long-term investors.

They’ve seen it all before, and they’re not scared of volatility or meaningless day-to-day price movements. When they buy a stock, they’re putting their hard-earned money behind a company, essentially becoming a part owner. If you believe in a company, why would you ever sell?

So have you ever wondered which companies the most powerful people on this planet throw their money at? 

I have. That's why I decided to do a deep-dive into the lifestyles of the rich and famous to pull out the top stock picks from their portfolios and share them with you.

Institutions must file a form 13F with the SEC, where all their holdings are made publicly available.

What I found might surprise you.

You never know what you’ll find when you follow the money…

Warren Buffett’s Holdings

First up, we can’t talk about big-time investors without mentioning Warren Buffett, aka the Oracle of Omaha. He’s perhaps the most well-known and beloved investor of all time.

Buffett acquired Berkshire Hathaway in the 1960s and turned it into a conglomerate holding company. Berkshire Hathaway's subsidiaries operate in a wide range of sectors, including insurance, utilities, manufacturing, retail, and transportation.

Buffett’s strategy hasn’t changed much over the years. Under Warren Buffett's leadership, Berkshire Hathaway has become renowned for its long-term investment strategy, focusing on undervalued companies with strong fundamentals and sustainable competitive advantages.

All of Berkshire’s investments are public record, so we can see that Buffett puts his money where his mouth is.

As of this writing, the top five holdings in Berkshire are Apple (NASDAQ: AAPL), Bank of America (NYSE: BAC), Chevron (NYSE: CVX), Coca-Cola (NYSE: KO), and American Express (NYSE: AXP).

Buffett rarely sells, which is why his company has consistently generated substantial returns for his shareholders over the years.

Now let’s turn to someone a bit younger who has a stronger appetite for risk.

Jeff Bezos’ Portfolio

You might know Jeff Bezos as the man behind Amazon. Under his leadership, Amazon expanded from being an online bookstore to a global marketplace that offers a wide range of products and services, including cloud computing, streaming media, and artificial intelligence.

One of the ways Jeff grew his company was by favoring long-term growth and innovation over short-term profits. Bezos is recognized for his strategic thinking and bold decision-making. He has been willing to take risks and disrupt traditional business models, which has led to Amazon's dominance in multiple industries. Bezos has also shown a penchant for investing in futuristic technologies and ventures, such as space exploration through his company Blue Origin.

He’s a prolific investor, and his interests are reflected in his investments. Bezos has a family office called Bezos Expeditions. Luckily, all the investment decisions from his office are public record, so we can see what’s going on behind the scenes.

Some of Bezos’ top holdings are Airbnb (NASDAQ: ABNB), Nextdoor Holdings (NYSE: KIND), Sana Biotechnology (NASDAQ: SANA), Workday (NASDAQ: WDAY), and Uber (NYSE: UBER).

He’s also diversified heavily in startups and private companies.

Lastly, let’s look at a controversial character in the investment world.

Michael Burry’s Stock Picks

Michael Burry was made famous after his portrayal in The Big Short, which told the story of how he famously shorted the housing market right before the 2008 financial crisis. He reportedly made $1.5 billion in profit for himself and the investors of his Scion Capital fund.

He’s known for his unique investment strategies and contrarian approach to investing. Burry is often regarded as an independent thinker and value investor. He looks for undervalued assets and takes positions based on his own research and analysis. Burry has also expressed interest in areas such as water investments, sustainable energy, and emerging technologies.

Burry’s Scion Asset Management currently holds companies like JD.com (NASDAQ: JD), Alibaba (NYSE: BABA), Signet Jewelers (NYSE: SIG) New York Community Bancorp. (NYSE: NYCB), and Zoom (NASDAQ: ZM).

Remember, these are just a sliver of the total assets in each of these famed investors’ portfolios. The entire fund holdings are available online. It’s up to you whether you want to follow in their footsteps or invest based on your own research and insights.

Rise and Fall

As an investor myself, I find it fascinating to look into portfolios of the super-wealthy. And hopefully this gives you some insight into what the truly rich are buying these days.

I gleaned three key takeaways from peering into just these three portfolios.

First, it all starts with diversification. Billionaires often diversify their investment portfolios across different asset classes, such as stocks, bonds, real estate, commodities, and private equity. This diversification helps spread risk and maximize potential returns. In order to do this effectively, they’ll invest in stocks, venture capital (VC) firms, real estate, and alternative assets like fine art and precious metals, as well as donate to charity.

Second, long-term investing always beats out short-term profit taking. You’ve surely heard the phrase by now that timing the market isn’t important. Sure, every once in a while, day traders might rake in some serious profits by getting lucky and investing right before a big run-up in a stock. But on average, day traders tend to lose money when compare with long-term buy-and-hold investors.

Finally, when a business owner invests money back into their own company, that’s when you want to pay attention. I recently saw that the CEO of one mysterious firm just purchased over 31 million shares of his own company's stock.

Which brings us back to the saying above…

What goes up must come down.

As investors, this is how we like it.

But we’ve rarely seen companies use this concept as a business model.

In energy generation, harnessing the power of gravity is nothing new.

One common approach is hydropower, where the force of gravity generates electricity from the flow or fall of water. Typically this requires dams or waterfalls that direct water flow to turn turbines, which in turn drive generators to produce electricity. Although hydropower is a well-established and widely used renewable energy source, the environmental impacts can be detrimental.

Another approach is tidal power, or ocean current power. Tidal power plants utilize the rise and fall of ocean tides to drive turbines and generate electricity. Underwater turbines are deployed in areas with strong ocean currents to capture the kinetic energy and convert it into electrical energy.

Both of these approaches require specific environmental conditions and expensive infrastructure to harness and convert the energy effectively.

But there’s a novel emerging method called gravitational energy storage, which utilizes the potential energy of elevated objects or materials, such as large concrete blocks or weights, to store energy. When the stored energy is needed, the objects are lowered and the potential energy is converted into electricity. These energy storage systems use gravity to store and release renewable energy on demand, giving grid-scale reliability to clean energy sources in place of fossil fuels.

It sounds simple… almost too simple.

But as our lithium battery supply dries up, we’re in desperate need of a new form of grid-scale energy storage.

In a nod to today’s theme, we’re calling it the "Newton Battery."

Here's what it looks like.

newton battery

Forbes calls it the “ultimate energy storage technology that will build the foundation of a clean energy future.”

That’s because this energy storage system doesn't rely on expensive, supply-constrained metals like lithium or cobalt.

Instead, it uses common industrial materials like steel and concrete to store power.

This technology is already a huge success in Switzerland and is being used to power millions of homes in Saudi Arabia.

But now this groundbreaking tech is finally reaching the United States, with major contracts secured in California and Texas.

This could be the energy play of the future, and the company behind it is about to take off.

Is that why the CEO just doubled down and purchased 31 million shares?

I wouldn't be surprised.

Stay frosty,

Alexander Boulden
Editor, Wealth Daily

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After Alexander’s passion for economics and investing drew him to one of the largest financial publishers in the world, where he rubbed elbows with former Chicago Board Options Exchange floor traders, Wall Street hedge fund managers, and International Monetary Fund analysts, he decided to take up the pen and guide others through this new age of investing.

Alexander is the investment director of Insider Stakeout — a weekly investment advisory service dedicated to tracking the smartest money on the planet so that his readers can achieve life-altering, market-beating returns. He also serves at the managing editor for R.I.C.H. Report, a comprehensive service that uses the highest-quality investment research and strategies that guides its members in growing their wealth on top of preserving it.

Check out his editor’s page here.

Want to hear more from Alexander? Sign up to receive emails directly from him ranging from market commentaries to opportunities that he has his eye on. 

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