Admittedly, the article I’m referencing is not new, but I think it’s just about as relevant now as it was in August. It’s the most useful and interesting article I’ve ever seen on the topic of SolarCity stock, so if you’re at all interested in this matter or in the business model and business plan of SolarCity, I recommend you read it.
The article was supposed to be the first of a series, but it seems the writer never followed up or is still planning to follow up. Maybe he just decided to jump in and buy SolarCity stock, skipping the rest of the series. That seemed to be the way he was heading.
Importantly, I think that going through the 300+ comments is just as important as reading the article, so… set some time aside for this.
With that long intro out of the way, here’s the article.
And here’s a good video interview regarding SolarCity’s Silevo acquisition that I don’t think we ever shared (it was shared in the comments of the article above):
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