Just going from memory, the first four sound like UEC, Oklo, Centrus and NuScale[...]

Yep, that was somewhat similar pitch from Luke Lango[...]

Don't know anything about it... what makes them stand out to you?[...]

No news from LAB. I expect it to require patience. Haven't looked at the other two recently.[...]

I expect he'll be gradually selling smallish chunks for many years. In this case I wouldn't say it's a clear negative, it's more the absence of a positive.[...]

Oklo's Alaska project was rescinded almost as soon as it was "pre-announced" last fall. That still has a tentative deadline of 2027, but there's probably no way for it to possibly be built by then. BWXT is supposed to deliver a micro reactor for the ar[...]

No, but I invest in insurance underwriters who I'm pretty confident are better at evaluating weather risks than I am -- and most of them don't actually take much of the catastrophe exposure for known property risk areas on their own, they use reinsurance o[...]

Haven't looked at that one yet, but I think I've got a copy in my pile... thanks![...]

This was back when ETHE traded around $20, several pundits teased that from time to time as an easy way to get Ethereum exposure for those who didn't want to dabble in actual cryptos.[...]

It's a cool story, for sure. I'd like to see the NRC license at least one non-light-water reactor before I invest in one of the hopefuls, since it's likely to take so long, but it certainly might work out fantastically.I like the idea of the Oklo reac[...]

True, though the Navy usually uses different stuff -- I think they primarily actually use HEU, the weapons grade stuff, as fuel in naval reactors, because it gives them a bigger power plant in a smaller space.[...]

Sounds like you probably mean the nuclear proliferation risk -- that flows from a Science article that [...]

Thanks bernigu! I'll take a look to see if that ad has changed, but it could just be a repeat of the "[...]

I'd say "no" and "no" -- they're certainly pushing AI at Apple now, and investors reacted with a cheer, but no big partnerships or deals announced with the several companies teased with such promos.[...]

Thanks Sheryl... guess he hasn't updated all his ads to swap out the hints about PATH for ASML clues yet, I'll keep an eye out for that.[...]

Following the feedback, I went back and checked the Q's and K's -- yes, it turns out most of the apparent dilution was the conversion of Class B shares into Class A, so the real shareholder count is relatively unchanged since the IPO in 2020 (was slightly [...]

Yes, Tilson's #1 investment, the "would feel safe putting half my kids inheritance in" is still Berkshire Hathaway (he used to say, "kids college fund," but his kids are I think all graduated now, or close to it) -- that's essentially a repeat of [...]

In general, yes -- part of the challenge is that this was essentially a private royalty fund before going public, so they had investors in the fund who became shareholders, but there is also dilution. See tiger5's comments in this thread for some ameliora[...]

Haven't noticed that particular ad, but I'll keep an eye out.[...]

Thanks tiger5, great feedback on the accounting.[...]