1
Q
When did we purchase SolarEdge?
A
November 2021
2
Q
Explain the thesis behind SolarEdge in 2 points
A
Large network of loyal third party installers and technological superiority to older-style string inverters create a moat around its competitive position and should support share gain in newer markets.
Long runway for growth powered by increasing adoption of residential and commercial in solar
3
Q
Competitive position of SolarEdge
A
Global leading supplier of solar inverters
One half of the effective duopoly for MLPE
Network of loyal third party installers
WHEB Portfolio
flashcards
Decks in class (4)
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