Category Archives: SolarCity

SolarCity: Sorry, No More

I finished a 54-page report on SolarCity, which will serve as a replacement to a series on this website. I apologize for promising a longer series and not delivering, but 54 pages is too much and I’ve tired myself out … Continue reading

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SolarCity Part II: The Business Model

I have been writing an investment thesis on American Express, so forgive the gap since my last post. I don’t mean for a series of articles on a company to stretch on for weeks. My apologies. SolarCity is a very … Continue reading

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SolarCity Part I: Chanos Wrong on Dell, Again Wrong on SolarCity

“The amount of energy necessary to refute bullshit is an order of magnitude bigger than to produce it.” Before starting this post, I just want to point out this quote. In order to disprove erroneous ideas and improperly understood facts, … Continue reading

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