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@travishoium
Travis Hoium
$3.3M follower assets
24 following357 followers
Why Enphase $ENPH Is Struggling
Understanding Enphase's fall requires an understanding of the company's history. I go back to the near bankruptcy in 2018 in this video.
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The Rise and Fall of Enphase Energy: Lessons Learned
💰 Free Asymmetric Investing Newsletter: https://asymmetric-investing.beehiiv.com/subscribe?utm_campaign=youtube&utm_medium=shownotes&utm_source=enph📊 Free ...

Insightful video! I did not expect the batteries business to play such a big role in compressing the margins of the business. It makes me question why $TSLA investors are so excited about its growing battery business when that business is highly commoditized.
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