I have been positive and pleasantly surprised by the performance of the nuclear supply chain for a few years, starting with uranium miners such as Cameco Corporation ( CCJ ), BWX Technologies, Inc. (Experience is difficult to learn. After 30 plus years of critically analyzing the nuts and bolts of businesses as diverse as airlines, oil, retail, mining to fintech and ecommerce plus the macro, monetary and political drivers. I continue to immensely enjoy learning and applying my experience to unravel, compreh ...