I don't know what to believe any more. Excellent earning, everybody were recommending FSLR to be the top solar stock and yet this stock has fallen from high $60 to under $50/share. Was this all a scam?
If you believe all the information is public then Goldman has the same information as you and I. It is their interpretation of the information that is different. IMO, FSLR knows their strengths and weaknesses and is way ahead in correcting and deficiencies. This mgt team switched to the solar farm model way ahead of the competition and became the only profitable solar company in the world. I must have trust that they also have a handle on the changing model to rooftops and unsubsidized solar farms. To assume the leader is not capable of adjusting their business model is very premature. I will have trust in them until proven otherwise.