STEM - Stem: Clean Energy As An Investable Asset Class Is Trading On A Discount To Its Highs
- Stem is a high quality business chasing a substantial TAM.
- The company's common shares have fallen in recent months as unprofitable growth stocks have become toxic.
- With the software component of Stem set to increase as revenue picks up, core profitability is set to move higher.
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Stem: Clean Energy As An Investable Asset Class Is Trading On A Discount To Its Highs