What’s your riskiest stock? Why do you have so much conviction?

For me, it’s Origin Materials. My conviction comes from knowing they can make plastic replacements while remaining carbon negative and with no extra cost to the client. For example, Pepsi and Nestle plan to replace all their plastic with Origin Materials plastic in order to meet carbon neutral goals. They have tested the product and own about 11% of the company.

They are doing great with reserve funds and are close to having their first production facility ready for clients like Pepsi. After ample research, I am confident they will not only survive but be also only replacement option for companies and countries trying to meet net zero goals by 2030. They do not have a competitor that can copy them, especially at the same price and they will be the go to. All of this at $5 per share and billions in offtake agreements already signed.

Let me know what company you have this much confidence in.