Creating a portfolio full of winners and a great example – SolarEdge Technologies is taking the market for solar-energy by storm but as a supplier of tools, not a principal and we all know from our gold rush days why that is a very good idea

Before I write about SolarEdge Technologies, which I believe to be an exciting business with a great long-term future (and thanks to the subscriber who alerted me to this company) I want to discuss the whole QV strategy of creating a portfolio of winners. SEDG already looks like one having been featured twice to date at $147.575 and $174.