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stay aware from startups, and flashy companies invest in green tech no one wants like low flush toilets or whatever.
If you're trying to beat the market, be the best informed person among the investors looking at that stock. Hedge funds and analyists are already looking at those. Look for profitable boring companies. Look for small ponds where you can be a big fish.
What not to do:
1) if you're reading about it in the press it means the company is trying to raise money. Put it in the list, wait fo rthe hype cycle to die down.
2) Look for themes, look for patterns. Companies that reduce oil consumption for instance, e,g, bikes, vehicle telematics companies, mass transit. etc. boring, uninteresting sectors.
picks and shovels companies around the hyped ideas. that way you avoid the obvious play.
contrarian
electric transmission -- moving energy, battery storage (pick and shovels around it), long distance transmission, demand side management, shaping the home.
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