David Jackson
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Playing The Polysilicon Glut [View article]
Big picture insights like that seem obvious after the fact, but it's easy to miss them, and they have a huge impact on investment performance.
First Solar Earnings Strong, Shares Up - The Sector is Shining [View article]
"The huge beat - revenue ex a special gain of 49 cents versus an expected 19 cents..."
And we've now corrected that to:
"The huge beat - EPS ex a special gain of 49 cents versus an expected 19 cents..."