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What a P90 Estimate Cannot Tell You About a Portfolio
A P90 estimate tells you what a portfolio should produce under modeled conditions, says Ray Szylko, CSO & Co-founder at Omnidian. It won't tell you about the maintenance debt buried in years of no-fault-found truck rolls, the 2019 inverter batch that fails at an accelerated rate in high-heat climates, or the connector mismatches that are the leading cause of thermal events. Those risks don't show up on a P&L until a site goes dark.
Видео What a P90 Estimate Cannot Tell You About a Portfolio канала Omnidian
Видео What a P90 Estimate Cannot Tell You About a Portfolio канала Omnidian
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4 июня 2026 г. 23:45:59
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