Sunrun Inc.
RUN
position
short
Muddy Waters Capital
Thesis
Sunrun is destroying capital and has made horrific financial decisions. If interest rates return to zero, the stock may temporarily rise, but the underlying business fundamentals remain weak.
Did it work?
inconclusive
confidence: low
Without specific price performance data or a defined time frame since the pitch, it's difficult to assess whether the thesis has played out. The assertion about Sunrun's financial decisions and capital destruction could still be valid, but without evidence of stock performance or time elapsed, the outcome remains uncertain.
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