1 deck published between 2022-08-03 and 2022-08-03 — 2 pages, 2 analysed slides total.
Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.
Muddy Waters rebuts Sunrun's response: the 90% PPA-renewal assumption on 20-year-old panels is fantasy, the $668M panel-removal liability is real, and RUN hides its tax basis.