Justin Paget Thesis Hannon Armstrong (NYSE: NYSE:HASI) posted solid Q2 2024 results, with Non-GAAP EPS at $0.63, beating estimates by $0.07 and revenue hit $94.52 million. In my analysis, you'll note that HASI made exceptionally smart moves in climate investments and a growing portfolio keep them ahead in sustainable infrastructure. In my thesis, I argue that even with high borrowing costs, their focus on long-term value and diverse assets sets them up for steady growth in a fast-changing market. About HA S ...