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First Solar: Solid Growth Amid Election Fears - A Long-Term Buy
Summary
- First Solar's strong financial performance, driven by increased module sales and favorable U.S. policies, underscores its growth potential and competitive edge in the renewable energy sector.
- The company's advanced CdTe thin-film technology offers higher efficiency, lower carbon footprint, and supply chain advantages, enhancing its market position and sustainability.
- Strategic capacity expansions and a substantial order backlog provide revenue visibility and support long-term growth, making First Solar a stable investment compared to residential solar companies.
- Despite election-related volatility, First Solar remains well-positioned to benefit from U.S. trade policies and cost-effective energy trends, presenting a compelling buy opportunity for long-term investors.
I'm a full-time analyst and portfolio manager of a technology fund with 5 years of experience. I graduated in Mechanical Engineering from the Federal University of Rio de Janeiro (Brazil) and École Centrale de Lyon (France). I'm currently licensed by the Brazilian Securities Commission (CVM) as both a portfolio manager and an investment consultant. I also completed CFA Level II in 2024. I previously worked in the oil and gas sector before making a career change. I began studying global equities to invest my own money, with one of my earliest studies focusing on NVDA in 2017. Once I started diving into the semiconductor sector, I couldn't get enough of it. As a mechanical engineer, I'm an enthusiast of disruptive technologies, particularly in hardware-related fields. On this platform, I'll mainly be sharing investment ideas in semiconductors, robotics, and energy. I believe in investing in companies within oligopolistic sectors with high barriers to entry. I also tend to avoid smaller companies, as my experience has shown that the perceived risks in such companies are often underestimated. I really like writing and have published some books on other subjects. I hope my articles on Seeking Alpha can provide small investors with great investment ideas. My investment approach emphasizes growth at a reasonable price, primarily with a mid- to long-term investment horizon. If you have any questions or comments on my thesis, please reach out via direct message or leave a comment on the article. Keep investing!
Analyst’s Disclosure:I/we have a beneficial long position in the shares of FSLR either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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