Impact Investor and Entrepreneur
https://www.linkedin.com/in/robmajteles/
Rob Majteles
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ESG ETF failure is well-earned.
At its best, ESG is good risk analysis~necessary, but not sufficient. Investing in companies who drive impact, where financial and societal impact are inseparable and embedded, wins.
It’s a great time to get impact right as an investor.
“Nature Is Not an ESG Issue. It Is an Investment Issue: investment case rests on observable cash flows — commodity revenues, ecosystem service markets, and the long-run appreciation of biological capital.”
www.ridge.global/en/insights/...
“Delaying clean energy is what really makes power bills soar: What is making us poorer is not the move to clean energy – it is doing the transition slowly and badly.”
reneweconomy.com.au/delaying-cle...
Follow the money: “Green Economy Hits $10 Trillion in Market Value”
insideclimatenews.org/news/1906202...
As long as investors don’t care, it doesn’t matter. Right?
“79% of Global Data Center Capacity Faces Elevated Climate Risk:
climate…physical hazards [shape] operating costs, infrastructure reliability, financing conditions, and asset values”
apnews.com/press-releas...
Humans can be so inspiring, especially when we’re not doing the … non-inspiring …stuff we do.
“Jacket harvests up to 30 ounces of drinkable water a day out of thin air”
www.thebrighterside.news/post/jacket-...
This is a well done review of where these topics sit now and where they need to go next: “Nature Is Not an ESG Issue. It Is an Investment Issue.”
www.ridge.global/en/insights/...
Move slow and overspend for things
“Ultimately grid power, not jet engines, delivered the first gigawatt data center. In addition to being slower than expected, building power plants has been expensive.”
newsletter.cleanview.co/p/openais-st...
Good
“How sustainability is being reshaped in 2026: the work is intensifying, even if the communications around it are not. [Companies] are zeroing in less on what they intend to do and more on how, specifically, to do it.”
trellis.net/article/how-...
No one cares, especially investors now, about anything. And, ESG has earned its failures. All that said, MSCI is right.
“SpaceX handed lowest possible ESG rating by MSCI: This is very close to a governance horror story for public-market investors.”
www.ft.com/content/a0dd...
