https://seekingalpha.com/article/4223984-enphase-energy-winn…
I’d be interested in hearing comments here. Putnid is the one who convinced me, but nobody else has weighed in. Has Saul considered this stock? My guess is that it’s too speculative yet by his standards, though he did dabble in Amarin.
Has Saul considered this stock? My guess is that it’s too speculative yet by his standards, though he did dabble in Amarin.
Saul did dabble in and out of SolarEdge I think I recall - the competitor but right now I can’t see Saul getting into hardware.
A
I’d argue that this is an exception, because it’s hardware starting out on the steep part of the S-curve. It won’t get saturated or cyclical for quite a while yet.