BWX Technologies: A Defensive Option In The Emerging Small And Micro Nuclear Power Sector

Nuclear Energy Theme - The nuclear energy theme is viewed as a clean and cheap energy source driven by decarbonization and climate change, particularly in the context of air conditioning (AC) and electric vehicles (EVs) [1] - The nuclear energy theme is considered the best option among energy sources due to its alignment with decarbonization goals and climate change mitigation [1] Analyst's Experience and Perspective - The analyst has over 30 years of experience analyzing diverse industries including airlines, oil, retail, mining, fintech, and ecommerce, as well as macro, monetary, and political drivers [1] - The analyst has lived through multiple crises such as the Tequila Crisis, Asian Financial Crisis, Dotcom Bubble, 9/11, the Great Recession, and the COVID-19 pandemic, which provides a broad base of experience applicable across multiple disciplines [1] - The analyst has also engaged in entrepreneurial ventures in export, factoring, and printing, further enriching their understanding of business models and innovation [1]