At Miami Disrupt this week and no relevant EPS, so taking it easy on mkts to unplug (kind of)
Figured I’d put the FSLR pair (NXT/FSLR) pair on everyone’s radar bc straight lines aren’t natural. There’s clearly one or several big holders that are in the process of dumping FSLR and bidding NXT. While I’d not disagree, in concept, bc NXT is perhaps the best equity comp I can find today, there will come a time when FSLR finds a bid. I’d suspect we are much closer to the bottom on this than we all guess.
But I can’t bring myself to buy it given the still superior ROIC, growth, execution and lower +1y valuation on cons (you all I know think cons is off by 30% this year so that will be fun as it plays out)
V
Figured I’d put the FSLR pair (NXT/FSLR) pair on everyone’s radar bc straight lines aren’t natural. There’s clearly one or several big holders that are in the process of dumping FSLR and bidding NXT. While I’d not disagree, in concept, bc NXT is perhaps the best equity comp I can find today, there will come a time when FSLR finds a bid. I’d suspect we are much closer to the bottom on this than we all guess.
But I can’t bring myself to buy it given the still superior ROIC, growth, execution and lower +1y valuation on cons (you all I know think cons is off by 30% this year so that will be fun as it plays out)
V
Penafian
Maklumat dan penerbitan adalah tidak dimaksudkan untuk menjadi, dan tidak membentuk, nasihat untuk kewangan, pelaburan, perdagangan dan jenis-jenis lain atau cadangan yang dibekalkan atau disahkan oleh TradingView. Baca dengan lebih lanjut di Terma Penggunaan.
Penafian
Maklumat dan penerbitan adalah tidak dimaksudkan untuk menjadi, dan tidak membentuk, nasihat untuk kewangan, pelaburan, perdagangan dan jenis-jenis lain atau cadangan yang dibekalkan atau disahkan oleh TradingView. Baca dengan lebih lanjut di Terma Penggunaan.