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Great piece in @barronsonline yesterday regarding the outlook for $MU ... stock trading at $60 as of writing, and could easily soar above $100 in the next year.
Read this thread for the investment thesis ⬇️⬇️⬇️
Read this thread for the investment thesis ⬇️⬇️⬇️
As the 4th largest semiconductor manufacturer in the world (DRAM and NAND), $MU biz is very cyclical and should be near the trough of their cycle. This past year, the company lost 10% of it’s business when they lost their largest customer, #Huawei as a result of the US crackdown
Despite a tough year, the stock is still up about 10% YTD. Additionally, the company continued to invest $2.6B in R&D and over $8B in capital equipment —> enabling significant advantages over competitors in the memory chip space. $MU
Been thinking about this awesome chart from Grynberg, @stefwalter__ & Wasserfallen showing the expectations of Leave and Remain voters.
What does this look like post-March 2019?
Reply here for #timestamped bragging rights once the new @BESResearch data comes out!
What does this look like post-March 2019?
Reply here for #timestamped bragging rights once the new @BESResearch data comes out!
My guess would be increasing optimism among Leavers once Boris becomes PM (July) and especially once the deal is announced (Oct).
Among remainers, I'd guess mostly flat or a smaller increase in optimism - hence a widening gap in expectations...
Among remainers, I'd guess mostly flat or a smaller increase in optimism - hence a widening gap in expectations...
P.S. There's also a great blog post by one of the authors summarizing the paper, read it here:
dcubrexitinstitute.eu/2019/04/would-…
dcubrexitinstitute.eu/2019/04/would-…
