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 Want to know more about what I do? https://goo.gl/MQG2k5 Full-time independent stock market analyst and researcher! STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio) I am also a book author: Modern Value Investing book: https://amzn.to/2lvfH3t More at the Sven Carlin blog: https://svencarlin.com/ Check out Modern Value Investing YouTube: https://www.youtube.com/c/InvestwithSvenCarlinPhD Like Modern Value Investing Facebook page: https://www.facebook.com/CarlinSven Connect with me on LinkedIn: https://www.linkedin.com/in/svencarlin/