Canadian Solar's valuation discount a misconception
The bull case made for Canadian Solar was that it trades at a steep discount to book value (0.3-0.4x) due to overblown concerns about its China exposure and debt.
Keep reading this one
You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.