Jeremy PolandSolarEdge (NASDAQ:SEDG) has been one of the more frustrating holdings in my portfolio, but unfortunately it isn’t clear if that suffering is ending anytime soon. The company has seen revenues fall off a cliff, with both unit-level and bottom-line margins getting crushed in tandem. It doesn’t help that its closest competitor is showing far greater resiliency from a profitability perspective. My initial investment thesis appears to be breaking apart, as this cyclical downturn has posed great  ...