Table of Contents
Chapter 1: The Second Gold Rush.........................................................................5
Chapter 2: Investment Thesis..............................................................................35
Chapter 3: Solar Background ............................................................................61
Chapter 4: How to Screen Solar Stocks ...............................................................71
Chapter 5: Solar PV Supply Chain Analysis ..........................................................77
Chapter 6: Solar Equipment Market ....................................................................99
Chapter 7: Solar Thermal Market......................................................................109
Chapter 8: Key Solar PV Markets .....................................................................117
Chapter 9: Overview of U.S. Renewable Portfolio Standards .................................179
Chapter 10: Solar Energy Project Development Process Overview ..........................201
Chapter 11: Solar Energy Basics......................................................................213
Chapter 12: Glossary ....................................................................................229
Chapter 13: Performance, Valuation, and Financial Statistics .................................235
Chapter 14: Earnings Models ..........................................................................241
Chapter 15: Private Solar Companies ...............................................................291
Chapter 16: Company Descriptions ..................................................................299
Chapter 17: Solar Energy 101s .......................................................................307

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