Fountainheadinvesting

Fountainhead Investing

  • Objective Analysis: Research On High Quality Companies With Sustainable Moats
  • Tech Focused: 60% Allocated To AI, Semiconductors, Technology

5 Star Tech Analyst Focused On Excellent Companies With Sustainable Moats

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Avoid Buying Plug Power – (PLUG) $2.40 

Terrible history of losses, unproven technology, poor execution and shareholder unfriendly because of constant dilution to raise cash. 

High risk of Obsolescence 

  • Technological advancements in next generation Electrolyzers offer more hope for a green hydrogen economy,  
  • Incumbent Electrolyzer producers like Plug Power are at a disadvantage due to technological inefficiencies and financial instability, making them a risky investment. 
  • Hydrogen can be an alternative source of energy, but Plug may not be the right player, its conversion efficiency is supposedly lower in the 75% range compared to newer technologies offering 95%. 

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