Energy: Why The Solar Energy Revolution Could Make These Component-Makers Great Investments
Industry Focus
The Motley Fool
4.6 • 854 Ratings
🗓️ 17 October 2019
⏱️ 41 minutes
🧾️ Download transcript
Summary
With the cost of solar energy plummeting and an aging energy grid, solar is poised for rapid growth. As solar grows, so will demand for solar components, like the inverters made by Enphase and Solar Edge. On today’s episode, Motley Fool Contributor Jason Hall joins the show to break down why these components are so important and how these businesses are positioning themselves to grow.
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Transcript
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| 0:00.0 | Thanks to Zappier for supporting industry focus. |
| 0:02.2 | Zappier is the easiest way to automate your work. |
| 0:04.8 | It connects all your business software and handles work for you |
| 0:07.6 | so you can focus on the things that matter most. |
| 0:10.1 | Try Zappier free by going to our special link Zappear.com slash fool. |
| 0:14.0 | Welcome Industry Focus, the podcast that dives into a different sector of the stock market every day. |
| 0:20.0 | Today is Thursday October 17th and we're discussing in phase and solar edge, manufacturers |
| 0:24.4 | of components that are critical to growing the solar energy industry. |
| 0:27.6 | I'm your host Nick Saipel, and today I'm joined by Motley Fool contributor Jason Hall |
| 0:30.3 | of I Skype. |
| 0:31.3 | How's it going, Jason? |
| 0:32.3 | It's good. I'm in, I think I mentioned before this show, I'm in real estate purgatory right now. |
| 0:40.0 | We're in the process of buying a bigger house and we're in that in-between phase |
| 0:44.2 | where we are trying to close on selling our property and trying to close on buying and |
| 0:49.9 | there's a bunch of stuff we can't do so So I'm trying to just act like nothing's happening |
| 0:54.1 | and I'm failing miserably at it. |
| 0:56.3 | I'm really distracted, so I'm very happy to be on this show |
| 0:59.3 | and let you distract me for the next half an hour. |
| 1:01.4 | I hear you, Jason. |
| 1:02.1 | I'm sure it's tough, one of those biggest purchases you'll make in a lifetime |
| 1:05.1 | and kind of hanging in the gap between that finalizing. |
| 1:08.9 | Another thing that's probably been affecting you out there in California has been these |
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