The Vampire Squid Versus the Sun: First Solar ‘Valuation’

Erik Kobayashi-Solomon

November 3, 2016

In mid-October, Goldman Sachs – nicknamed “The Vampire Squid” by journalist Matt Taibbi – issued an industry report with opinion changes on several solar power companies. An IOI member – a retired solar power executive who owns a significant stake in one of Goldman’s downgraded firms – called me to try to make sense of …

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