3 Comments
Aug 25, 2022Liked by Doug Clinton

The biggest issue IMO w nuclear is that it's always late and more costly by wide margins. Safety is not an issue as much as people think (especially w newer designs). And the waste problem is much less if an immediate threat than global warming.

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Diversification is fundamentally flawed if you’re willing to do the research. I concentrated in AAPL in 2007 and haven’t sold a share. Check out Buffett and Munger’s YouTube’s. I was an intel officer in the USN. All of our aircraft carriers and submarines are nuclear powered with no safety incidents. Small nuclear reactors are critical for our energy independence.

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Concentration in Apple worked for me.

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