In this episode of Industry Focus: Energy, Nick Sciple and The Motley Fool contributor Jason Hall discuss the renewable energy sector, specifically the short report about Enphase Energy (NASDAQ: ENPH) by Prescience Point Capital Management. They go through the main points of the report and argue about whether it changes their investment thesis in the company. They also discuss why it's important to understand and analyze the thesis of a company for yourself before you dismiss it, and much more.
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