Enphase: This Fallen Angel Has A Sneaky AI Thesis

Core Insights - Enphase Energy, Inc. (ENPH) has faced significant challenges over the past couple of years, leading to a volatile experience for investors [1] - Management has indicated that the decline in performance may be coming to an end, suggesting potential recovery ahead [1] Company Analysis - Enphase Energy has been struggling, but there are indications from management that the downward trend may be reversing [1] - The company is positioned in a sector with long growth runways, which could provide opportunities for future appreciation [1] Investment Strategy - The investment approach focuses on identifying undervalued companies with strong balance sheets and effective management teams [1] - The strategy combines growth-oriented principles with strict valuation criteria to enhance the margin of safety for investors [1]