Today on Motley Full Money, we're diving into three small caps that are off most investors'

radars, but not ours.

I'm Emily Flippid, and today I'm joined by analyst Jason Hall and Toby Bordelon to discuss each of our picks for rule-breaking small caps that we expect our listeners may have never heard of

before. We have a rapidly expanding tea house with unit economics that will make your mouth water,

a niece industrial player that I expect

Toby thinks is undervalued. But to start, let's talk about a couple of small caps in an industry

that may have been ridden off entirely. And Jason, I actually think saying that this sector,

which is the energy sector, saying that it's been ridden off is actually really probably an

understatement.

It's been one of the worst performing sectors this year, with green energy in particular,

losing a lot of policy tailwinds as initiatives have been increasingly rolled back.

And yet your small cat pick really flies in the face of that narrative.

So why is this sector in renewable energy in general worth a second look right now?

Well, I think it's so compelling. And in the rule breakers mindset, I'm going to immediately

break the rules and talk about two stocks that I think are compelling that are part of two

different parts of the story here. Renewable energy stocks, like you said, they've really,

it's not just been this year. They've really struggled since interest rates started to be ratcheted higher back in 2022, we saw central

banks around the world take aggressive steps to fight out of control inflation. The reality,

and if we look at solar, really, there's two different segments. There's residential, which

is call it a third of the market, and then the other

two thirds is utility scale solar. It's expensive, and the realities that it's almost always funded

with debt. So interest rates going up, that really hit residential solar extremely hard. And of the

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