Readers of this blog have probably become familiar with my long standing evaluations of wind energy, and to a lesser extent, solar energy. Now, I read that Jim Chanos, hedge fund titan at Kynikos Associates, made a presentation at the Ira Sohn Conference, entitled "Alternative Energy: Does Solar + Wind=Hot Air?" It drew a chuckle, something to be prized in the non-stop gloom of budget rants in Washington. His SBI (single best idea) was to be short Vestas.
David Einhorn of Greenlight Capital had a pithy evaluation of Microsoft, not inconsistent with the views expressed in our earlier post.
To some extent, the conference seems like an audience gathering on Fifth Avenue to watch a talented break dancing exhibition, but it sounds like there were some interesting presentations.
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