First Solar: Still A Buy, But Watching The Margins

Group 1 - First Solar was initially covered by an analyst, but the stock underperformed the S&P by almost 20% [1] - The analyst has a background in mechanical engineering and has transitioned from the oil and gas sector to focus on global equities, particularly in semiconductors, robotics, and energy [2] - The investment approach emphasizes growth at a reasonable price with a mid- to long-term investment horizon [2] Group 2 - The analyst holds a beneficial long position in First Solar shares through various means [2] - The article aims to provide small investors with valuable investment ideas [2] - The analyst's experience suggests that risks in smaller companies are often underestimated, leading to a preference for companies in oligopolistic sectors with high barriers to entry [2]