Discuss Your Guide: The Reverse of ESG


At this time’s Discuss Your Guide is delivered to you by Constrained Capital:

See right here to be taught extra about investing in corporations with capital constraints and right here for additional disclosures and knowledge concerning Constrained Capital

On in the present day’s present, we’re joined by Mark Neuman, Founder and CIO of Constrained Capital to debate investing in ESG orphaned corporations.

On in the present day’s present we focus on:

  • Why Constrained Capital was began
  • How capital is definitely getting constrained in in the present day’s atmosphere
  • Valuations of constrained capital corporations
  • How being capital-constrained impacts corporations
  • Politics and investing
  • Coke and Pepsi vs Tabacco and Alcohol

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