AAP Podcast #28: Taking Stock of the Solar Opportunity with Three Sixty Solar

On this episode of the AAP Podcast, lead portfolio manager Chris Versace chats with Brian Roth, CEO of solar equipment company Three Sixty Solar.

We’ve had several AAP member questions about solar and that was one of the factors in our chat with Brian. We were also intrigued by how Three Sixty is approaching the solar market from a design and revenue model perspective. But Brian’s comments about supply chains and potential revenue bundling really caught our attention and you’ll want to hear why Three Sixty is poised to benefit from the EV charging station buildout.

As we draw several insights from the Three Sixty conversation, we would note the company is pre-revenue and for this reason, we simply cannot get involved through the AAP portfolio. However, as Brian mentions, Three Sixty is addressing a few pain points we will keep them on our long-term radar screen.