Why Enphase's Collapse Looks Overdone

Core Insights - The focus is on identifying high-potential investment opportunities before they experience significant growth, emphasizing asymmetric risk-reward profiles with an upside potential of 3-5 times the downside risk [1] Investment Strategy - The investment approach leverages market inefficiencies and contrarian insights to maximize long-term compounding while safeguarding against capital impairment [1] - A strong margin of safety is prioritized to protect against potential capital losses, ensuring disciplined and intelligent capital allocation [1] - The investment horizon is set at 2-3 years, allowing the company to endure market volatility and achieve substantial returns over time through patience and discipline [1]