Core Insights - The solar sector experienced significant growth during the Biden administration but has since faced a decline, losing approximately 60% of its value since its peak in early 2021 [1]. Group 1: Market Performance - The solar sector, along with other alternative energy sources, saw strong market growth during the Biden era [1]. - Since the peak in early 2021, the sector has experienced a long decline, losing about 60% of its value [1]. Group 2: Investment Strategy - The focus is on identifying mispriced opportunities through a combination of top-down macro analysis, bottom-up stock selection, and real-time positioning [1]. - Key areas of focus include earnings, technological disruption, policy shifts, and capital flows [1].
TAN: The New Solar Cycle Has Started - Here's Why I'm Buying
Seeking Alphaยท2025-11-20 12:03