Redwood Grove Capital reflects on the challenges of 2018’s volatile market, particularly on value stocks due to concerns about higher interest rates and an economic slowdown. We share our views on the undervalued position of Western Digital due to short-term cyclicality in the NAND markets, as well as investment opportunities arising from the PG&E bankruptcy, particularly in the renewable energy sector.
Related posts
Falling Iguanas, Solar Coaster, and the Senator with the Snowball
In the latest update from Redwood Grove, we look at the alarming rise in global temperatures, the market’s short-term focus with renewable energy stocks experiencing a significant sell-off, and discuss the increasing attention on the economics of climate change and the importance of a long-term view.
The Rise of Custom Packaging and The Habitual Present Tense
Redwood Grove Capital explores the environmental impact of plastic packaging and the growing concern around waste. We highlight our investment in Westrock, a leading cardboard manufacturer, aligning with the global shift towards eco-friendly packaging solutions.
The Hottest Day on Earth and the Weather Roulette Wheel
Our latest update addresses the alarming reality of Earth’s hottest day on record, and the impact of extreme weather events. We discuss Generac as an opportunity to adapt to the growing challenges posed by climate change, while introducing NextEra Partners as a strategic addition to the portfolio for its focus on clean energy projects.
Do you have questions about Redwood Grove Capital?
Contact