u/Groot-Nederlandist

1 thesis · first seen Oct 20, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d000———
3d1100%-2.7%-2.7%
1w1100%-1.7%-1.7%
1m000———
3m000———
6m000———
1y000———

Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$FSLRr/ValueInvestingQuestion / Helpbullish
u/Groot-Nederlandist · 29d agono track record yet

FSLR (First Solar) - incredible opportunity after yesterday's 10% drop?

First Solar is trading at an attractive 10.6x trailing P/E following a 10% sell-off, despite strong Q2 margins of 33.6% and favorable positioning to capture long-term solar demand growth. The valuation appears unjustifiably cheap even accounting for sector, subsidy, and tariff risks.

At post $177.71Now $171.99-3.2% since postedas of Oct 23, 4:45 PM ET
1d—
3d-2.7%
1w-1.7%
1m—
3m—
6m—
1y—
original post →

End of results.