Massif Capital: In Carbon Neutral Transition, Some “Green” Stocks Don’t Pass The Sniff Test

In Carbon Neutral Transition, Some “Green” Stocks Don’t Pass The Sniff Test by Massif CapitalQ2 2020 hedge fund letters, conferences and moreA Reckoning Maybe On The Way For Many Green Business ModelsAs governments around the world seek to reduce their carbon footprint, there are no two ways around it: Real asset industries are due for a shakeout. But it’s not just the old-line energy, materials and industrial companies that investors should inspect closely. A reckoning may be on the way for many “green” business models as well.In a recent Q&A, we discussed the paradigm shift under way for rea…

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