NTH Capital Substack

Newsletter to accompany the podcast of the same name - exploring issues relating to climate change and the energy transition

Long-term investing analysis in the automotive sector with a focus on EVs and new technology

Investing thoughts, tips on analysing companies and more, from a former partner of a Tiger Cub. Helping you improve your portfolio's performance.

Detailed write-ups and updates on 70+ public companies that have high returns on incremental capital & long runway for reinvestment, i.e. "Good Businesses"

Exposing Corporate Misconduct