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While speaking at the Economist Ideas Economy Forum, Portfolio Manager Brad Tirpak compares the utility industry in 2010 to the Newspaper Industry in 2000. He argues the heavily indebted utilities will face disruption from cheaper distributed technologies like solar and will face bankruptcy.

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Waterfurnace was trading at $15.62 when Tom Konrad @altenergystocks asked Brad Tirpak about the company and wrote the story below. Today it was purchased for $28.50

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The Demise of Utilities

http://www.youtube.com/watch?v=_RNEv5EKUvQ

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IRISH INDEPENDENT OP-ED CONTRIBUTOR

Published January 2011

In an Op-Ed in the Irish Independent, Portfolio Manager Brad Tirpak makes the case for significant Irish debt restructuring.

http://www.independent.ie/opinion/letters/how-to-dismantle-a-financial-bomb-26610722.html

Bono should forget debt relief in Africa. He should focus on debt default for Ireland. 

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In regulatory filings, Tirpak’s group, called S.A.V.E. Partners IV Inc., disclosed that it owned 3.07 million shares, or a 9.3 percent stake, in USA Technologies, making it the company’s largest shareholder. In its proxy statement, S.A.V.E. listed concerns over the company’s negative cash flows, board compensation practices, and stock price, which had declined 47 percent in the 52 weeks ended May 18.

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Forbes Cites Brad Tirpak's Effort Against Overpaid Executives at Underperforming Companies

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After pressures from Ardsley Partners and Brad Tirpak, Comverge Agrees to Buyout by affiliates of H.I.G. Capital

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NEW YORK TIMES OP-ED CONTRIBUTOR

  Published April 22, 2007

In an op-ed published in the New York Times, portfolio manager Bradley Tirpak and climate change expert Dennis Tirpak champion making New York City’s taxi fleet green.

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Tom Konrad CFA

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Comverge (NASD:COMV) has a great residential demand response business.  The company lacks focus, but the stock has significant upside as an acquisition target. 

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Tom Konrad CFA

  Electric utilities today look a lot like newspapers in 2000: Too much debt in an industry primed for disruption. Speaking at the Economist's Intelligent Infrastructure Conference, Brad Tirpak, Managing Partner at the private investment fund Locke Partners made the case that electric utilities are as woefully unprepared for the coming disruption of cheap, distributed solar power as newspapers were unprepared for the disruption of the Internet in 2000.  

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List of Activist Investments

Shareholder Advocates for Value Enhancement (SAVE)

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List of Activist Investments

Shareholder Advocates for Value Enhancement (SAVE)

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Bradley Tirpak, contributing author, New Product Success Stories, John Wiley & Sons, 1995

What are the secrets behind such spectacular new product successes as Slim-Fast, Cellular One, and Phillips CD? How did Snapple, MCI Friends and Family, MTV, and The Body Shop emerge from obscurity to become household names, seemingly overnight?

Find out in New Product Success Stories, a book that takes you behind the scenes of 24 of the biggest new product success stories of the past few years. From repeat purchase and durable products such as Lever 2000 and Ford Taurus, to major technologies such as Cellular One, from services like Courtyard by Marriott, to retailers such as The Body Shop International, you’re given a unique, firsthand look at how a wide range of innovative companies employed a variety of approaches to successfully developing and marketing their new products.

New Product Success Stories was designed to help business people to identify and study the factors that have been shown to play a central role in new product success. 

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Janera.com Op-Ed CONTRIBUTION

January 1, 2009

Portfolio Manager Bradley Tirpak argues 2008 was a replay of the inflation induced recession of 1975.

"During the 1974 stock market crash, Warren Buffet felt "like an oversexed guy in a harem" and advised that it "is the time to invest and get rich." He recently (2008) penned similar advice with less flair in an op-ed in a family publication."