Array Technologies is the number two global leader in the manufacturing and supply of solar trackers used in utility and distributed generation solar energy projects.
8/19/25 – Position Closed: +113.4% pretax return on $4.23 cost basis.
Not bad for 8 months. Utility-scale solar remains one of the fastest ways to bring new energy on-grid to meet accelerating AI and industrial demand. Clarity on tax incentives led to recent price appreciation narrowing the risk/reward profile. Simply put, I believe there are higher-quality businesses to place capital today. Also sold as part of a strategic shift away from companies with elevated default risk under potential austerity conditions.
8/19/25 – Position Closed: +113.4% pretax return on $4.23 cost basis.
Not bad for 8 months. Utility-scale solar remains one of the fastest ways to bring new energy on-grid to meet accelerating AI and industrial demand. Clarity on tax incentives led to recent price appreciation narrowing the risk/reward profile. Simply put, I believe there are higher-quality businesses to place capital today. Also sold as part of a strategic shift away from companies with elevated default risk under potential austerity conditions.