Microinverters Impact on Solar Energy

Once upon a time solar panels across America were producing direct current electricity, just like in your batteries.  For that electricity to be used with residential appliances or to connect to the grid, that electricity had to be converted to Alternating Current (AC) using inverters.    Today Microinverters are replacing other inverter options. From String Inverters…

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Solar Costs Drop as Innovations Increase

Solar Cost Drop

For decades the solar industry costs of hard goods have been dropping.  In fact during the last two decades solar panels dropped on average by 90 percent.  The manufacturing processes have been streamlined.  We are enjoying implementation of economy of scales and the advances that made the installation process more affordable than ever.  We can…

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How Solar Power Challenges Public Utilities

The United States has rejoined the Paris Accord.  The world is pursuing aggressive Carbon Emissions goals by 2030.  Daily, we get warnings that we are on a tipping point.  So, why at this critical juncture are California public utilities lobbying to double solar power pricing?  It leaves us wondering how solar power challenges public utilities…

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Viking Global’s 75 Stock Portfolio: Top 10 Holdings Analyzed

Updated on March 24th, 2021 by Nikolaos Sismanis Viking Global Investors is a Connecticut-based hedge fund, specializing both in early-stage companies and mature equities, with around $36.3 billion of Assets under Management (AUMs). The company was founded by Norwegian-born Andreas Halverson who became a billionaire growing the fund since its inception in 1999. Andreas still…

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Dividend Aristocrats In Focus: McCormick & Company

Updated on March 24th, 2021 by Bob Ciura In order to become a Dividend Aristocrat, a company must have a strong brand and a dominant industry position. The Dividend Aristocrats are a group of 65 companies in the S&P 500 Index, with 25+ consecutive years of dividend increases. You can download an Excel spreadsheet with…

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Lone Pine Capital’s 37 Stock Portfolio: Top 10 Holdings Analyzed

Updated on March 23rd, 2021 by Nikolaos Sismanis Lone Pine Capital is an American-based hedge fund headquartered in Greenwich, Connecticut. It was established in 1997 by its president and managing director Stephen Mandel. Lone Pine Capital is well-known for its exceptional returns thanks to the expertise of Stephen Mandel. The fund has around $27 billion…

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