Tag Archives: industry consolidation

The Central Valley: Does It Need Bigger Farms?

By Gideon To some extent, the Woolf Farming case and the story of the Woolf family call to mind a romantic image of the family famer in America. But the tragedy the case discusses – the California drought and its impact on the many family businesses in the area – may actually reinforce the case […]

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Why Verengo Margins May Never Be Positive – The Bear Story

By Scott Randy Bishop, Ken Button and the Verengo team have done an excellent job capturing value from the massive growth in residential solar adoption. Recognizing a favorable regulatory / renewable credit environment in CA, executing flawlessly and patiently on the home improvement acquisition of Jemstar to leverage their internal sales expertise and pioneering a […]

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The Future of Solar Cell Manufacturing: Consolidation Towards Efficiency

By: Anonymous As we have seen with 1366 Technologies, efficiency in solar cell manufacturing is providing cheaper equipment costs and beginning energy jobs back to the United States, which may be crucially important in a largely “jobless” recovery to the Great Recession. In the solar supply chain, the author of this post will argue, the […]

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Verengo Revisited — 3 Years After Our Case

By Ben B. The Verengo case – written in 2011 – that we discussed on the second day of class portended the growth of solar in the US. In fact, case sources significantly underestimated solar’s growth: 2011 estimates for installed PV capacity in 2014 was 4.5 gigawatts, while the Solar Energy Industry Association (SEIA) is […]

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