Enphase: I Was Wrong, Updating My Bullish Thesis

I have been wrong—very wrong—on Enphase Energy, Inc. (NASDAQ: ENPH ), as the stock proved far more cyclical than expected. It is anyone’s guess what 2026 might bring as the company is faced with theJulian is the leader of the investing group Best Of Breed Growth Stocks where he only shares positions in stocks which have a large probability of delivering large alpha relative to the S&P 500. He also combines growth-oriented principles with strict valuation hurdles to add an additional layer to the conventiona ...