1 deck published between 2022-07-28 and 2022-07-28 — 33 pages, 33 analysed slides total.
Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.
Sunrun's equity story rests on three shaky pillars — inflated subscriber values, abusive IRS tax-basis gaming, and fragile ABS — that together imply an 85% haircut to Net Earning Assets.