MODERN VALUE INVESTING: 25 Tools to Invest With a Margin of Safety in Today's Financial Environment

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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