Emerging Opportunities in the ESG Investment Boom (MASN, BLNK, STEM, ENPH, FAN, TAN)

The Environment, Social, and Governance (“ESG”) investment theme is predicted to drive as much as $67 trillion in investment flows over the next decade, according to research from Morgan Stanley. This estimate leverages what may be the most powerful long-term force driving finance over the next ten years. In essence, capital is to be passed […]

A Buy-the-Dip Opportunity in the Solar Space? (ARRY, GSFI, SPWR)

The narrative in the solar space is both highly variable and very stable. On the one hand, the rules keep changing and stocks in the space keep reacting. But state-by-state rules are also important. This week, we found out that a possible alteration to California solar rules might damage the prospects of solar installers and […]