Sunrun Inc.

Sunrun (RUN) continues the grand tradition of consultant-advised responses that largely avoid substance, yet span several pages.  We herein focus the discussion on what was unsaid, and the little that was said.… more

Muddy Waters is short Sunrun Inc. (RUN) because we see it as an uneconomic business built on three shaky pillars: The equity story of exaggerated “Subscriber Values” and “Gross / Net Earning Assets”, funding growth through abusing tax incentives, and issuing ABS that could be exposed to a RUN bankru… more