Weekly briefing · Every Sunday
Finding the next investment cycle
Each week's deals and reports, placed on the investment cycle to show where capital goes next.
How the cycle works
On the wire
Deal tracker
| Date | Deal | Country | Type | Amount | Investors → recipient | Status |
|---|
Deals with a Transilience story open it. Deals marked ↗ link to the original source.
Where each theme sits
Open a theme to see the thesis, what would move it, and the stories behind it.
What a maturing cycle is worth
Investors accept lower returns as a theme matures. Lower the cost of capital (WACC) to see how much cheaper that makes a solar or wind farm's power.
Simple model in real terms: no tax, panel degradation, inflation or financing fees. The example projects use illustrative inputs, not market data.
On the drawing board
One cycle briefing every Sunday
The week's strongest signals, and where each theme now sits.
Welcome to my page
Hi, I'm Liam, and this is my personal blog.
I'm an environmental engineer turned sustainable finance graduate, based in London and originally from Vietnam. Every Sunday I place the week's deals and reports on the investment cycle to show where capital goes next.
MSc Sustainable Management & Finance, Bayes Business School · CFA Level I · CFA Certificate in ESG Investing
Summaries are my own reading of public reporting, with a link to every source. Nothing here is investment advice.