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Micron Technology, Inc. is an American producer of computer memory and computer data storage including dynamic random-access memory, flash memory, and USB flash drives. It is headquartered in Boise, Idaho. Its consumer products are marketed under the brands Crucial and Ballistix. Wikipedia0:00 - Intro1:30 - Morgan Stanley Micron Report10:30 - Inventory in the market & spot price of PC DRAM24:15 - PC DRAM spot price prediction28:45 - PC DRAM corporate market & Window 11 update33:00 - Long-term prospects for the spot price37:50 - PC DRAM vs Other DRAMs & Non-Fungibility of DRAMs43:10 - Price prediction prior to COVIDSunil Shah Seeking Alpha: https://seekingalpha.com/author/sunil-shahSunil Shah Email: shah@icon.co.zaEmail: info@valueinvestor.orgTwitter: @vitvpodcastInstagram: @vitvpodcastFacebook: /vitvpodcastDatabase: www.valueinvestor.org
Micron Technology, Inc. is an American producer of computer memory and computer data storage including dynamic random-access memory, flash memory, and USB flash drives. It is headquartered in Boise, Idaho. Its consumer products are marketed under the brands Crucial and Ballistix. Wikipedia0:00 - Sunil5:04 - Investing is storytelling6:17 - Micron high level9:50 - Cyclical nature of semiconductor industry24:20 - Recent drop in share priceSunil Shah Seeking Alpha: https://seekingalpha.com/author/sunil-shahSunil Shah Email: shah@icon.co.zaEmail: info@valueinvestor.orgTwitter: @vitvpodcastInstagram: @vitvpodcastFacebook: /vitvpodcastDatabase: www.valueinvestor.org
The Michaels Companies, Inc. is an American company that is one of North America's largest provider of arts, crafts, framing, floral and wall décor, and merchandise for makers and do-it-yourself home decorators. The company was founded by Michael J. Dupey in Dallas, Texas. The Michaels Companies' corporate headquarters are located in Irving, Texas. [Wiki]Email: info@valueinvestor.orgTwitter: @valueinvestortvInstagram: @valueinvestortvFacebook: /valueinvestortvDatabase: www.valueinvestor.org
The Michaels Companies, Inc. is an American company that is one of North America's largest provider of arts, crafts, framing, floral and wall décor, and merchandise for makers and do-it-yourself home decorators. The company was founded by Michael J. Dupey in Dallas, Texas. The Michaels Companies' corporate headquarters are located in Irving, Texas. [Wiki]Email: info@valueinvestor.orgTwitter: @valueinvestortvInstagram: @valueinvestortvFacebook: /valueinvestortvDatabase: www.valueinvestor.org
Lennar Corporation is a home construction and real estate company based in Fontainebleau, Florida, with a Miami postal address. In 2017, the company was the largest home construction company in the United States after its purchase of CalAtlantic Homes. The company is ranked 154th on the Fortune 500 as of 2019. WikipediaAlex Mason is the host of Stock Stories Podcast (https://podcasts.apple.com/us/podcast...) where he shines light into the "stories" behind companies. It is an excellent podcast. I highly recommend you giving it a listen. How does their top line and bottom line look? - 0:00Debt load and overall balance sheet health - 16:37Return on capital - 21:05Excess cash management (ie. dividend, buyback) - 28:50Management incentives - 38:30Valuation - 43:30Conclusion - 53:05Email: info@valueinvestor.orgTwitter: @vitvpodcastInstagram: @vitvpodcastFacebook: /vitvpodcastDatabase: www.valueinvestor.org
Lennar Corporation is a home construction and real estate company based in Fontainebleau, Florida, with a Miami postal address. In 2017, the company was the largest home construction company in the United States after its purchase of CalAtlantic Homes. The company is ranked 154th on the Fortune 500 as of 2019. WikipediaAlex Mason is the host of Stock Stories Podcast (https://podcasts.apple.com/us/podcast/stock-stories-case-studies-mental-models-for-individual/id1358108851) where he shines light into the "stories" behind companies. It is an excellent podcast. I highly recommend you giving it a listen. What does Lennar do? How did it start? - 0:00What is its strategic edge? - 8:40Margin optimization - 13:58Lennar's main competitive advantage - 21:26Home building industry macro trends & Lennar's long-term prospects - 31:20Next episode - 40:03Email: info@valueinvestor.orgTwitter: @vitvpodcastInstagram: @vitvpodcastFacebook: /vitvpodcastDatabase: www.valueinvestor.org
Alex Mason is the host of Stock Stories Podcast (https://podcasts.apple.com/us/podcast/stock-stories-case-studies-mental-models-for-individual/id1358108851) where he shines light into the "stories" behind companies. It is an excellent podcast. I highly recommend you giving it a listen. Intro - 0:00How did VITV Podcast begin? - 2:17VITV investment philosophy and process - 6:06What is the focus of Stock Stories Podcast? - 8:06Importance of diving into stories behind companies - 11:30What is our full time job? What do we do outside of podcasting? - 18:34Lessons learned / insights from running our podcasts - 24:30Our very first stock pick - 30:00Who do you look up to the most? - 32:40Closing - 38:40Email: info@valueinvestor.orgTwitter: @vitvpodcastInstagram: @vitvpodcastFacebook: /vitvpodcastDatabase: www.valueinvestor.org
Micron Technology, Inc. is an American producer of computer memory and computer data storage including dynamic random-access memory, flash memory, and USB flash drives. It is headquartered in Boise, Idaho. Its consumer products are marketed under the brands Crucial and Ballistix. WikipediaIntro - 0:00Micron’s Chinese Competitors - 1:06Is Micron Underpriced? - 15:44Is it fair to compare Micron with Nvidia? - 22:23Conclusion - 31:24Sunil Shah Seeking Alpha: https://seekingalpha.com/author/sunil-shahSunil Shah Email: shah@icon.co.zaEmail: info@valueinvestor.orgTwitter: @vitvpodcastInstagram: @vitvpodcastFacebook: /vitvpodcastDatabase: www.valueinvestor.org
Micron Technology, Inc. is an American producer of computer memory and computer data storage including dynamic random-access memory, flash memory, and USB flash drives. It is headquartered in Boise, Idaho. Its consumer products are marketed under the brands Crucial and Ballistix. WikipediaIntro - 0:00Who is Sunil - 1:1920 Years of Semiconductor Industry - 5:46Micron’s Inventory Management and Cloud Boom - 12:56Diversification of Revenue Stream - 21:50Closing - 29:18Sunil Shah Seeking Alpha: https://seekingalpha.com/author/sunil-shahSunil Shah Email: shah@icon.co.zaEmail: info@valueinvestor.orgTwitter: @vitvpodcastInstagram: @vitvpodcastFacebook: /vitvpodcastDatabase: www.valueinvestor.org
Crypto assets lead by bitcoin are a major theme at the moment. The frenzy around GameStop was also a big news. Let's explore further.Email: info@valueinvestor.orgTwitter: @vitvpodcastInstagram: @vitvpodcastFacebook: /vitvpodcastDatabase: www.valueinvestor.org
The Hall of Fame Resort and Entertainment Company (HOFV) is a leading sports, entertainment, and media enterprise headquartered in Canton, Ohio. Established in 2020, the publicly traded Company is the result of a merger between HOF Village, LLC., a partnership between the Pro Football Hall of Fame and Industrial Realty Group (IRG) which began in 2016 and Gordon Pointe (GPAQ) Acquisition Corp. Under the leadership of seasoned executive, Michael Crawford, the combined entity is poised to capitalize on its unique partnership with the most dominant professional sports brand in the country. This platform allows for the continued development of an integrated destination resort in Ohio named the Hall of Fame Village powered by Johnson Controls as well as other entertainment and media verticals for some of the most powerful and storied brands in the world.What does the company do?  - 0:00Three-phase strategy across three business vertices - 2:50What is HOFV competitive advantage? - 11:00 Growth drivers in '21/2 - 13:50HOFV NFT strategy - 18:13Debt principal due and share dilution - 21:16Summary and contact information - 27:05Jason KromLinkedin: https://www.linkedin.com/in/jason-krom-7b33102Twitter: https://twitter.com/jkrom814HOFVhttps://www.hofreco.com/Email: info@valueinvestor.orgTwitter: @vitvpodcastInstagram: @vitvpodcastFacebook: https://www.facebook.com/vitvpodcastDatabase: https://www.valueinvestor.org
The Hall of Fame Resort and Entertainment Company (HOFV) is a leading sports, entertainment, and media enterprise headquartered in Canton, Ohio. Established in 2020, the publicly traded Company is the result of a merger between HOF Village, LLC., a partnership between the Pro Football Hall of Fame and Industrial Realty Group (IRG) which began in 2016 and Gordon Pointe (GPAQ) Acquisition Corp. Under the leadership of seasoned executive, Michael Crawford, the combined entity is poised to capitalize on its unique partnership with the most dominant professional sports brand in the country. This platform allows for the continued development of an integrated destination resort in Ohio named the Hall of Fame Village powered by Johnson Controls as well as other entertainment and media verticals for some of the most powerful and storied brands in the world.Intro - 0:00What does $HOFV do? Who is Jason Krom? - 1:06Career trajectory - 2:08Day in the life of - 6:19Impact of COVID - 7:55Day in the life of... (part 2)  - 9:12Impact of COVID... (part 2) - 12:01SPAC'ing - 15:26Who does Jason look up to the most? - 18:05Get in touch and learn more about $HOFV - 21:20Jason KromLinkedin: https://www.linkedin.com/in/jason-krom-7b33102Twitter: https://twitter.com/jkrom814HOFVhttps://www.hofreco.com/Email: info@valueinvestor.orgTwitter: @valueinvestortvInstagram: @valueinvestortvFacebook: /valueinvestortvDatabase: www.valueinvestor.org
The printing pressing is running hot. Central banks and governments all around the world are stimulating the economy with fiscal and monetary policies. What does this all mean, in terms of inflation risk? Is the market overheated? Are we going to overshoot the 2% inflation target? Let's discuss.Email: info@valueinvestor.orgTwitter: @valueinvestortvInstagram: @valueinvestortvFacebook: /valueinvestortvDatabase: www.valueinvestor.org
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