bullish

2023 4th Qtr Letter to Investors: A Deep Dive into Lithium

146 Views08 Feb 2024 11:44
SUMMARY
  • 2023 was a challenging year, there was a lot of volatility in both long and short books.
  • We reserve the bulk of the letter for an extended discussion of our investments in lithium and the outlook for the sector in the coming years.
  • Despite dire headlines related to EVs, we remain optimistic about a lithium rebound and skeptical that supply can grow as robustly as projected.
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  • 2023 4th Qtr Letter to Investors: A Deep Dive into Lithium
    08 Feb 2024
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