Solar Verticals and "Balance of System" Valuations

Tom Konrad has kindly provided an opportunity for me to contribute a response to his recent piece "Inverter Stocks: A Value BOS Play on Solar." I'm grateful for the opportunity because it gives me the chance to discuss these stocks and along the way to clear up some misconceptions it seems may exist regarding Green Alpha's portfolios and our vision of the next economy.

Source: http://www.renewableenergyworld.com/rea/news/article/2011/10/solar-verticals-and-balance-of-system-valuations?cmpid=rss

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