TIP202: Renewable Energy Investing w/ Bryan Birsic (Business Podcast)
We Study Billionaires - The Investor’s Podcast Network
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Solar City
A solar city published the first public data that i'm aware of in their first public securitizations. They reported 80 cents on the dollar recovery with these assets, which is fairly spectacular in my opinion. If you have ten % defalt rates, and any kind of credit worthy the portfolio, and you're only seeing two % loss rates becaue, you're geting 80 cents onThe dollar back. I think, in the next credit cycle, we think and project, will benefit from a flight to quality, not be hurt by it. Say that if we see a crash, then you will also see crass in the only oil price that might be more sensitive to this
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