David Senra
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Oct 28, 2025 by Casey Handmer · said 1 times in 1 episodes since 2025 · across every show →
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Oct 28, 2025 positive
Handmer: Great businesses commoditize complements rather than manufacturing solar modules
“Really good businesses are built by commodifying a complement and the complement be commodified here is, is like as much as possible of the solar Development, which is pretty much reduced to practice and commodified already at this point. And the part that you…”