Micron Stock Analysis - Short and Long Thesis

Micron stock analysis in detail. Info on Micron's business, MU's fundamentals, Micron's stock price, and how to invest in Micron etc. (video correction: Samsung invested an equal amount to MU's PP&E, not market cap)

0:00 Micron stock analysis
2:06 Micron short thesis
4:20 The memory industry
5:00 Earnings prediction for MU stock
6:24 Closing short position
7:15 Book value and business value
8:00 Micron stock at fair value currently?
9:00 Competition and moat for Micron
9:50 Can Micron go bust?
11:00 Next memory industry cycle
13:30 Dividends
14:00 Moat
15:15 Investment strategy & risk and reward
20:18 Recession risk and impact on MU
22:15 conclusion

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Видео Micron Stock Analysis - Short and Long Thesis канала Value Investing with Sven Carlin, Ph.D.