I Am Short Sunrun ($RUN)


Outside of revenue growth, I see little reason as to why investors would buy this company. Tell me below why you agree/disagree and where you think the company/stock is headed.

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The Good

  1. Fantastic Revenue Growth (~40% in the last quarter)

  2. Growing Sector in the double digits.

  3. Long Term Contractual Revenue From Customers

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The Bad

  1. Free Cash Flow is MASSIVELY Negative (Losing ~$823 Million in the last quarter & ~$2.86 Billion in the last year.

  2. Long Term Debt is continually rising about ~$500 Million every quarter.

  3. Revenue Growth is likely to slow due to recession, rising rates, larger scale, etc.

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(Additionally, I have heard rumberlings from Jim Chanos and other sources about regulation & Reporting issues. While, I have no way of proving/disproving this, I would love to hear if anyone has any information on this.)


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