From ai5000 Magazine: Green Swans

Shawn Kravetz writes about how Green Swans are both a risk and an opportunity for investors.

Six years ago, a proverbial light bulb went off in our heads and we began to research solar intensely. At the time, it reminded us of technology in the mid-1990s: a rapid growth in a nascent sector with capable companies and management teams. Yet, for us, solar had three compelling differences:

The growth opportunity was truly orders of magnitude, as we were talking not about computers or storage, but electricity.

While solar enjoyed traction in selected countries around the world (notably Germany and Japan), it (wrongly) appeared to be merely futuristic, hippie fringe concept in the U.S.

Many of the solar companies did a curious thing; they made money.

To read the rest of the magazine article, click here.