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The Esoteric Investor: Alternative Investments for Global Macro Investors by Vishaal B. Bhuyan

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10. Investment Implications and Opportunities

“Water flows uphill toward money.”—A common saying, then and now, in the American West

“What makes the desert beautiful is that somewhere it hides a well.”—Antoine de Saint-Exupery

What do you need to find success among the various subsectors, industries, and companies involved in the water sector? I think an understanding of where the water is on this Earth is the best foundation, because most solutions will be local in implementation if not in production. You also should know something about the science of how water is purified and made potable so that you know what to look for in which subsectors of remediation. Finally, you must understand the political and geopolitical issues involved. Only then ...

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