0:00 Should I Wait For $100 shares? 00:47 But How Reliable Is The Correlation Between Earnings Quality and Stock Movements? 2:43 Reason #1 - If Enphase Reaches $100, the Internet Will Claim $70 Is Coming! 4:34 Reason #2 - Solar is a technological step change 5:34 Reason #2 - Total return over the past 10 years is ONLY SECOND TO TESLA (Barely!) 7:22 Reason #3 - Position sizing is more important than cost basis (+ musings on why the investor must "do something" & Ben Graham) 13:18 Reason #4 - Don't Sell Because of Capital Gains (Let the stock compound tax free) 14:57 Bonus: Never Sell A Winning Stock, Just Borrow Against it (Controversial strategy; but how the Billionnaires do it!) + Antifragility thoughts & Taleb 21:10 Reason #5 - The market has turned Enphase into a single-issue stock (it's the interest rates, dummy!) 24:42 Tailwind #1 Solar Gets Cheaper every year 28:30 Tailwind #2 Utilities rate their prices fast 29:30 Tailwind #3 Energy independence (from the grid) 31:22 Tailwind #4 $7500 tax credit + 11 cents per watt manufacturing incentive until 2033... 33:22 Tailwind #5 Convergence of Eletric Cars and Solar Energy 36:33 Tailwind #6 NEM 2.0 Is Dead, Long Live the Era of Rate Arbitrage (earn income from your system!) 39:30 Thank you for watching!
#ENPH #Enphase $ENPH stock
In this video, I analyze the current stock price of Enphase and whether it is undervalued or not, and why I am not waiting to add to my position. Many say Q3 will inevitably be bad for Enphase, but no one can predict where the market will be headed after Q3 is announced.
I go over 7 reasons why I'm buying enphase hand over fist, and 6 reasons as to why solar will get adopted.
I realize that I am very bullish on Enphase. Let this video be simply a single datapoint in your own analysis of the stock and its potential. As always, this video is NOT investment advice, and none of the contents should be construed as such. I do not make short-term or long-term price predictions for any stock investment, and all words spoken in this video are for entertainment purposes ONLY . Also my Avatar was created with readyplayer.me, a great tool for creating metaverse-ready 3D avatars.
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By: Beat The Denominator Title: 5 Reasons Why I''m Buying Enphase Hand Over Fist + 6 Solar Adoption Catalysts (NOT WAITING TO ADD!) Sourced From: www.youtube.com/watch?v=PCKke-msKcQ
