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
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The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.