Value Investor Chatter

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. Wikipedia

0:00 - Intro
1:30 - Morgan Stanley Micron Report
10:30 - Inventory in the market & spot price of PC DRAM
24:15 - PC DRAM spot price prediction
28:45 - PC DRAM corporate market & Window 11 update
33:00 - Long-term prospects for the spot price
37:50 - PC DRAM vs Other DRAMs & Non-Fungibility of DRAMs
43:10 - Price prediction prior to COVID

Sunil Shah Seeking Alpha: https://seekingalpha.com/author/sunil-shah
Sunil Shah Email: [email protected]

Email: [email protected]
Twitter: @vitvpodcast
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Micron Technology, Inc. is one of the world's leading semiconductor companies. However, with the rise of Chinese competitors, the company's future is uncertain. In this video, we take a look at Micron's history and current position in the market to see if it is headed for disaster or resurgence. Micron has been a major player in the semiconductor industry for decades, but now faces stiff competition from Chinese companies. Can Micron make a comeback? Watch this video to find out.

Episode Outline

(0:00) Intro

(1:30) Morgan Stanley Micron Report

(10:30) Inventory in the market & spot price of PC DRAM

(24:15) PC DRAM spot price prediction

(28:45) PC DRAM corporate market & Window 11 update

(33:00) Long-term prospects for the spot price

(37:50) PC DRAM vs Other DRAMs & Non-Fungibility of DRAMs

(43:10) Price prediction prior to COVID

Sunil Shah Seeking Alpha: https://seekingalpha.com/author/sunil-shah

Sunil Shah Email: [email protected]

Value Investor Chatter

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Website: https://valueinvestor.org/

Micron Technology, Inc is a major player in the semiconductor industry. However, with the rise of Chinese competitors, the company's future is uncertain. In this video, we take a look at Micron's history and current position in the market to see if it is headed for disaster or resurgence.

Episode Outline

(0:00) Sunil

(5:04)  Investing is storytelling

(6:17) Micron high level

(9:50) Cyclical nature of semiconductor industry

(24:20) Recent drop in share price

Sunil Shah Seeking Alpha: https://seekingalpha.com/author/sunil-shah

Sunil Shah Email: [email protected]

Value Investor Chatter

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Website: https://valueinvestor.org/

Michaels is the largest arts and crafts retailer in America. It all started with a single store in Dallas, Texas. In this video, learn about how Michaels became such a powerhouse company. Find out what sets it apart from its competitors. Michaels offers a wide variety of arts and crafts supplies, as well as classes and events for people of all ages and skill levels.

Episode Outline

(00:00) Introduction

(01:46) Does the Company have enough cash to maintain its business?

(07:33) Benefits

(10:21) Cash Flow

(11:36) Does a company have a reasonable debt level?

(12:28) How does the management handle excess capital and what's their buyback strategy?

(25:49) Margin Safety

(26:50) Buyback and Debt.

(30:25) Conclusion

Value Investor Chatter

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Michaels is the largest arts and crafts retailer in America, and it all started with a single store in Dallas, Texas. In this video, learn about how Michaels became such a powerhouse company and find out what sets it apart from its competitors.

Episode Outline

(00:00) Introduction

(01:28) What does Michaels do?

(06:30) The New CEO of Michaels

(09:17) Michaels' Business Model

(09:54) The Competitors of Michaels

(16:07) Michaels' Competitive Advantage

(17:35) Michaels'Biggest Risk

(18:24) Does the company require a lot of capital reinvestments to maintain its business?

(20:52) Conclusion

Value Investor Chatter

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Website: https://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]


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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. Wikipedia

Alex 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? - 0:00
Debt load and overall balance sheet health - 16:37
Return on capital - 21:05
Excess cash management (ie. dividend, buyback) - 28:50
Management incentives - 38:30
Valuation - 43:30
Conclusion - 53:05

Email: [email protected]
Twitter: @vitvpodcast
Instagram: @vitvpodcast
Facebook: /vitvpodcast
Database: www.valueinvestor.org

Lennar Corporation (LEN) is one of the top-rated home builders in America. With over 60 years of experience, Lennar has a commitment to building quality homes and providing customer satisfaction. This has made Lennar one of the most trusted names in homebuilding. If you're interested in learning more about this stock or investing in American real estate, be sure to check out our latest video!

If you're interested in learning more about this stock or investing in American real estate, be sure to check out our latest video!

Alex 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.

Episode Outline

(0:00) How does their top line and bottom line look? 

 (16:37) Debt load and overall balance sheet health.

(21:05) Return on capital 

(28:50) Excess cash management (ie. dividend, buyback) 

(38:30) Management incentives

(43:30) Valuation 

(53:05) Conclusion

Value Investor Chatter

Facebook: https://web.facebook.com/valueinvestor49

Twitter: https://twitter.com/valueinvestor49

TikTok: https://www.tiktok.com/@valueinvestor49

LinkedIn: https://www.linkedin.com/company/valueinvestor49/

Website: https://valueinvestor.org/

Looking for a top-rated home builder? Look no further than Lennar Corporation (LEN)! For over 60 years, Lennar has been committed to building the best homes in America. With a focus on quality and customer satisfaction, Lennar has become one of the most trusted names in homebuilding.

If you're interested in learning more about this stock or investing in American real estate, be sure to check out our latest video!

Alex 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.

Episode Outline

(0:00) How does their top line and bottom line look? 

(16:37) Debt load and overall balance sheet health.

(21:05) Return on capital 

(28:50) Excess cash management (ie. dividend, buyback)

(38:30) Management incentives 

(43:30) Valuation

(53:05) Conclusion

Value Investor Chatter

Facebook: https://web.facebook.com/valueinvestor49

Twitter: https://twitter.com/valueinvestor49

TikTok: https://www.tiktok.com/@valueinvestor49

LinkedIn: https://www.linkedin.com/company/valueinvestor49/

Website: https://valueinvestor.org/