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Shomik Ghosh's $CWAN bull thesis
Sep 22, 2025
This is the first part of a two-part podcast episode featuring Shomik Ghosh discussing his investment thesis on Clearway Energy (CWAN). The host, Andrew Walker, introduces Ghosh and highlights the depth of his research, particularly on growth companies. The episode also includes a sponsorship message for TRA, a platform for call transcripts and investor interviews.
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