What Jeffrey Ubben is saying
Founder, Inclusive Capital Partners
4 dated public stances tracked since 2021-02-10, most recently 2021-02-10. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Jeffrey Ubben's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Jeffrey Ubben is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
Think we got something wrong? Report a misattribution — we correct it or take it down.
Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances.
Most-argued themes
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2021-02-10
AES
bullish
Jeff Ubben · video
AES trades at ~12x earnings versus NextEra at 35x for a nearly identical power-producer/utility profile; Ubben as board member is actively working to close the 20-PE-point valuation gap by pivoting AES toward a renewable energy identity that attracts ESG…
“if nextera trades at 35 times earnings and I'm on the board of AES and we traded 12 times earnings... what if I can make AES look like nextera”
90d -7.8% · 180d -11.5% · 1y -17.1%
Jeff Ubben: A Look at Impact Investing Post COVID | SALT Talks #157
2021-02-10
EVA
owns
Jeff Ubben · video
Enviva converts southeastern US timber waste into wood pellets shipped to global coal plants as a decarbonization bridge fuel; with customers like Drax capturing combustion carbon underground, the model becomes a net-carbon-sink business that bridges to the…
“we're involved in a biomass company... that's a kind of a transition business until we get hydrogen up and running”
90d -0.7% · 180d +7.3% · 1y +39.4%
Jeff Ubben: A Look at Impact Investing Post COVID | SALT Talks #157
2021-02-10
ENERGY
bullish
Jeff Ubben · video
Major oil producers already hit 30-year stock-price lows in 2019 despite solid financial returns as ESG screens drove divestment; their predictable hydrocarbon cash flows over the next 10-15 years combined with an ability to redeploy capital into…
“the carbon is a liability today but the carbon creates an opportunity... to turn it into an asset”
Jeff Ubben: A Look at Impact Investing Post COVID | SALT Talks #157
2021-02-10
APPH
owns
Jeff Ubben · video
Controlled-environment agriculture enables local food production, addressing water scarcity and supply-chain fragility while attracting long-term institutional capital (Fidelity, sovereign funds) that was previously unavailable to capital-intensive agriculture
“we have a controlled environment agriculture company just went public this week called AppHarvest”
90d -65.0% · 180d -66.4% · 1y -91.3%
Jeff Ubben: A Look at Impact Investing Post COVID | SALT Talks #157
Idea Scout Weekly
Every Sunday: who said what across the tape we track —
845 voices, 2,419 episodes and articles —
with side-flips and points of disagreement called out. Free.
How we track it.
Free · double opt-in · unsubscribe in one click
Newest stances reach Brief subscribers first; these pages update on a one-week lag.