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.

.

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

.

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.

.

(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.)

submitted by /u/jordanw71
[link] [comments] https://www.reddit.com/r/stocks/comments/1348w1w/i_am_short_sunrun_run/
Created 2y | May 1, 2023, 2:20:52 AM


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