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Posted by
Two Blokes Jul 28 -
Filed in
Stock
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I focus on survivors like Electrovaya after disruptive industry hype fades, seeking companies with real technology and proven resilience. Electrovaya's financials have inflected and it's on the cusp of hockey-stick growth. Electrovaya's moat lies in its proprietary ceramic separator tech, delivering unmatched battery safety, longevity, and energy density for mission-critical industrial clients. My concerns about risks were allayed to a great extent by a deep dive conversation with the management.
