Enphase Investment Case

Beating Tesla in residential energy generation & storage revolution?

Jan 9, 2022

∙ Paid

Summary

I like to bet on winners in megatrends. The rise of electric autonomous vehicles? Tesla. The rise of biological manufacturing? Amyris. The next paradigm shift in the human machine interface? Facebook. Decarbonization of our economy? Tesla again. Or wait? Is there something else to consider?

Enphase seems to be killing it in resi…

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