
Chip Stock Investor Podcast Episode 46: Enphase (ENPH) Stock Collapses -- Time to Buy? Buffett's Power Play, & Albemarle's (ALB) Lithium Bet
In this episode of Chip Stock Investor, Nick and Kasey first talk about their long-held Berkshire Hathaway (BRK.B) stock that may not sound like an exciting energy play. Indeed, Apple (AAPL) comprises nearly half of Warren Buffet's stock portfolio. However, Buffett's investment conglomerate has enjoyed ongoing growth, in part, driven by it’s subsidiary energy businesses -- including measured bets on renewables like natural gas and hydrogen. Albemarle has been our favorite pick in lithium mining and with their proposal to Liontown Resources, could become even more of a Lithium giant. Why has the stock taken such a beating? Will the lithium market improve, and what bearing do commodity prices have on Albemarle? Enphase is a leading provider of microinverters, which are devices that convert solar energy into electricity usable in the home. It's been expanding into more of a platform, with energy storage batteries, EV chargers, and solar system management software now available. We recently made a small purchase of Enphase stock in August. Since then, shares have continued to drop. Why? And what is the future growth opportunity for Enphase? If you feel like leaving us a tip you can do so at : https://ko-fi.com/chipstockinvestor Thanks for the support! We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. Nicholas and Kasey Rossolillo own shares of BRK.B, Albemarle, and Enphase
