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SolarEdge Has The Right Product But The Market Is Pricing Too Much Growth And No Competition

SolarEdge's solution to maximize solar panel output is a success as it has a 60% market share of US residential clients. The company has experienced returns over 25% for the past 4 years, which will cause competitors to enter the market. In a scenario that competition intensifies and returns decline to the cost of capital by 2031, the stock should be worth $110.
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Stamps.Com - The Market Is Overestimating The Benefits Of The UPS Deal

Coronavirus Crisis Should Help Daqo And Polysilicon Prices

Restaurant Brands International: A Great Business Facing Short-Term Challenges

Beasley Broadcast Group: Good Results But Leverage Should Be Lowered

Greystone Logistics Inc. - Margins Still Depressed Amid Disciplined Capital Allocation

BlueLinx Holdings: Recovering Top Line And Divestment Of Assets Should Help In Deleveraging

Repositioning Of The REITs Should Help The Share Price Of RMR

Winter Is Coming And Gulfport Energy Is Ready For It

Netflix - Debt Increasing, Subscriber Growth Decelerating And Competition Intensifying

The Implied Growth Rate For Restaurant Brands International Is Too Conservative

Carrols Restaurant: An Okay Business Deserves An Okay Valuation

Beyond Meat And The Game For The Meat-Substitute Throne