Chuck Norris wishes Ney Torres a happy 37th birthday !


Ney Torres is turning 37, here is Chuck Norris wishing him a happy birthday


Check out this episode!

Popular posts from this blog

VOXTUR – 500% growth in 2022/2023.

Image
Please read the article "Blog's "read me first" Terms And Conditions Of Use All content provided on this blog is for informational purposes only. This blog's owner makes no representations as to the accuracy or completeness of any information on this site or found by following any link on this site. The owner of this blog will not be liable for any errors or omissions in this information. The owner will not be liable for any losses, injuries, or damages from this information's display or use. These terms and conditions are subject to change at any time with or without notice. Keep in mind my native language is Spanish; sorry in advance for any grammar mistakes. ·      Triple-digit growth, year after year. With a lot of runway still to come. Expected margins will increase to 75% by mid-2023. ·          Trading at 1.5 P/S 2022 estimates when similar companies trade at 20x multiples. ·          What is the st
Read more

Understanding Micron Technology Inc (NAS:MU)

Image
The first thing you'll notice is that Micron is undervalued mostly however you see it. Is hard to ignore that P/E of 3.12, in theory you should get your money back ever 3 years, and that for every dollar of their 30 billion in sales, they keep 50 cents (operating margins of almost 50%). But just before you run and buy Micron, take a look. Micron is a very cyclical market. It goes up and down like a yoyo. that makes it hard to value, specially because its net income is even more chaotic: Here is the problem, expectations are that revenues are about to fall... a lot, because of prices of their products are: As a reference last time revenues lower significantly was in 2016, they operated at a loss that year. stock price low was around $10 Is debt a problem? actually no. Micron Technology Inc Annual Data Aug09 Aug10 Aug11 Aug12 Aug13 Aug14 Aug15 Aug16 Aug17 Aug18 Debt-to-EBITDA 5.43 0.59 0.72 2.08 1.82 1.27 1.31 3.16 1.16 0.24 ( Current Portion of
Read more

A Different view on Fannie Mae (FNMA) and Freddie Mac (FMCC) "Optionality has value"!

Image
A Different view on  Fannie Mae (FNMA) and Freddie Mac (FMCC), an  issue is rather complex.  Here I may refer to both institutions as "government-sponsored entities" or ("GSEs"). But YOU as an investor should focus on what's knowable and controllable. Here is what the market is missing an my variant perspective: "Optionality has value" ! Here is my invitation to you investor: see Fannie Mae and Freddie Mac at current price as an option , that could go to $0 or to $17.55 each. You would really be paying for the optionality. You just bought an option, but not only that, this one doesn't expire.  how much would that option be worth? for a "know nothing about the company" kind of investor using a Black an Scholes kind of formula works pretty well. Even though we don't want to use it for prolonged periods of time, since the formula stops working basically. Charlie Munger on Black Scholes Option Pricing Model (2003) -   https
Read more