First Solar(FSLR) Seeking Alpha·2025-01-14 16:52Company Overview - First Solar (FSLR) is an American manufacturer of solar panels and is the only US-based company in the top 10 list of largest solar panel manufacturers, ranking 10 globally [1] - The company is a leader in cadmium telluride (CdTe) modules, a key technology in the solar panel industry [1] Industry Context - The solar panel manufacturing industry is highly competitive, with First Solar being one of the few US companies to maintain a significant global presence [1] - CdTe technology, in which First Solar specializes, is a notable segment within the broader solar panel market [1] Analyst Background - Building Benjamins is a free investment newsletter published by Tradition Investment Management, LLC, a registered investment adviser [2] - The founder, Benjamin Halliburton, has a distinguished career in investment management, including being named "PSN Manager of the Decade" for All-Cap in the 2000s and Dividend Value in the 2010s [2] - Halliburton's investment strategies, such as the "Disciplined Growth Strategy," have historically outperformed benchmarks like the S&P 500 during the 1990s bull market [2]