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Strategies & Market Trends : Value Investing
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Lance Bredvold
petal
To: Madharry who wrote (71175)9/21/2022 4:12:45 PM
From: Spekulatius2 Recommendations  Read Replies (2) of 78659
 
re MU - I track it. They are in a very cyclical commodity business (memory). Over the years, they seem to have managed to get to the leading edge in terms of performance and cost. Book value is currently ~$45/share. In my simple view, they should make >10% on equity over the cycle, so if you buy this at book value, you should be fine.

I plan on buying a position at around $45.
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