Six years ago, a proverbial light bulb went off in our heads and we began to research solar intensely. At the time, it reminded us of technology in the mid-1990s: a rapid growth in a nascent sector with capable companies and management teams. Yet, for us, solar had three compelling differences:
The growth opportunity was truly orders of magnitude, as we were talking not about computers or storage, but electricity.
While solar enjoyed traction in selected countries around the world (notably Germany and Japan), it (wrongly) appeared to be merely futuristic, hippie fringe concept in the U.S.
Many of the solar companies did a curious thing; they made money.
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