Justin PagetThesis I have been watching several players in the solar industry in hopes of making a long-term invest. However, most of the panel manufacturers and installers are saddled with low gross margins and do not currently appear to be capable of becoming attractive long-term compounders. Sunrun Inc. (NASDAQ:RUN) caught my attention because of their impressive revenue growth, but their financial situation is far too unattractive for me to seriously consider them as an investment. They have been sh ...