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Opportunities in Housing and a Solar Scare
20 minutes Posted Jun 17, 2025 at 8:05 pm.
) Anand Chokkavelu, Jason Hall, and Matt Frankel discuss:
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Solar stocks take a tumble.
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- Why solar stocks are falling today.
- Lennar earnings.
- How to think of your house: asset vs. investment.
- Matt & Jason’s top 3 homebuilders.
Companies discussed: ENPH, RUN, FSLR, SEDG, CSIQ, LEN, GRBK, MTH, LGIH, DFH, NVR
Host: Anand Chokkavelu
Guests: Jason Hall, Matt Frankel
Engineer: Dan Boyd
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