SEDG Flashcards

1
Q

When did we purchase SolarEdge?

A

November 2021

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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

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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

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