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Originally posted by Hind
Yes, thats a very good advice for investing in early stages of new industries... diversify and start to concentrate more as you can differentiate who is becoming dominant or more profitable.
I wonder what the big oil companies will do... simple perish, readjust their biz or start buying all these small competitors? And i think there's nothing for granted... remember Western Union was the worldwide leader in communications back in the XIX century and look where it is now...
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i could see them buying companies, which would mean the stock price flies for those smaller alt energy companies. and they should pay cash which is even better because some of those companies are fucking cash cows.