Today’s Talk Your Book is brought to you by Constrained Capital:
See here to learn more about investing in companies with capital constraints and here for further disclosures and information regarding Constrained Capital
On today’s show, we are joined by Mark Neuman, Founder and CIO of Constrained Capital to discuss investing in ESG orphaned companies.
On today’s show we discuss:
- Why Constrained Capital was started
- How capital is actually getting constrained in today’s environment
- Valuations of constrained capital companies
- How being capital-constrained affects companies
- Politics and investing
- Coke and Pepsi vs Tabacco and Alcohol
Listen here:
Links:
- ESG Investing
- State of ESG investing parts I & II
- The ESG Movement paper by Aswath Damodaran
Charts:
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