nasdaqrun
Clean energy equities have been on a rise with some shares up nearly 100% in just a few weeks. The surge in solar stocks was fueled by the introduction of the Inflation Reduction Act (IRA) last month. The newly-introduced bill is likely to fuel the demand for solar panels with some companies in this sector being the clear beneficiaries. The IRA offers U.S. manufacturers credits to produce solar panels and wind turbine parts of up to $7,500, while also offering credits for the purchase of electric vehicles (EVs) manufactured in the home market. Q2 2022 hedge fund letters, conferences and more “...
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Sunrun Inc (NASDAQ:RUN) continues the grand tradition of consultant-advised responses that largely avoid substance, yet span several pages. We herein focus the discussion on what was unsaid, and the little that was said. Earning AssetsPerhaps Sunrun started this explanation on page 5 because it hoped to lose readers with technicalities about the tax code. In any event, RUN fails to convince us that there is anything remotely conservative – let alone realistic – about assuming that 90% of customers renew at the end of their PPA terms their leases on 20-year old technology that RUN itself admits...
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What’s New In Activism – Spirit Sells To JetBlueU.S. budget carrier Spirit Airlines Incorporated (NYSE:SAVE) agreed to be acquired by JetBlue Airways Corporation (NASDAQ:JBLU) for $3.8 billion, a day after failing to convince shareholders to approve a lower offer from another airline. The deal ends a heated proxy fight during which two Spirit activist shareholders voiced support for a JetBlue deal. Q2 2022 hedge fund letters, conferences and more Find A Qualified Financial AdvisorFinding a qualified financial advisor doesn't have to be hard. SmartAsset's free tool matches you with up to 3 fidu...
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Muddy Waters is short Sunrun Inc (NASDAQ:RUN) because we see it as an uneconomic business built on three shaky pillars: The equity story of exaggerated “Subscriber Values” and “Gross / Net Earning Assets”, funding growth through abusing tax incentives, and issuing ABS that could be exposed to a RUN bankruptcy. These pillars, in turn, are built on a foundation of dubious financial models. If one of these three pillars wobbles, RUN would likely face a funding gap and would require equity issuances to continue growing. Insiders have already become ultra-wealthy, having net sold shares since July ...
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It is often said in the world of investing to “sell in May and go away” based on expectations of muted gains in summer months, but this isn’t always the case…. The Top Summer-Related Stocks With The Biggest Spring To Summer Gains Over The Past 6 Years ____ *Data analysed from March 2017-July 2022 Q2 2022 hedge fund letters, conferences and more Solar energy company SunRun has seen an average increase of 25.77% to its stock price between spring and summer for the last 6 years making it a fantastic summertime investment opportunity.The summer-related stocks that made a loss in the heat: One comp...
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