This chapter analyzes the turbulent solar market in California, emphasizing the impact of net metering policy changes and rising interest rates on residential solar installations. It contrasts the financial strategies of key players like Enphase and SolarEdge, highlighting their differing approaches to profitability amid industry challenges. Additionally, the chapter explores the evolving dynamics of energy storage solutions and the competitive landscape that shapes the future of solar energy.
Here’s why investors could win.
(00:21) Tim Beyers and Mary Long discuss the lawsuit against Google, the likelihood of a big tech breakup, and consolidation in the snacking sector.
Then, (14:29) Jason Hall and Ricky Mulvey check in on some solar power stocks.
Learn more about the Range Rover Sport at www.landorverusa.com
Companies discussed: GOOG, GOOGL, K, ENPH, SEDG
Host: Mary Long
Guests: Tim Beyers, Jason Hall, Ricky Mulvey
Engineer: Dan Boyd
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