Login

u/Constant-Bridge3690

r/datingoverfifty r/Banking r/TheBigPicture r/tijuana r/karaoke r/asksandiego r/investing r/billsimmons r/sandiegosocial r/LAClippers r/ValueInvesting r/Killtony r/StockMarket r/MU_Stock r/sandiego
▲ 82 r/MU_Stock+2 crossposts

Deep dive on Micron

Micron reported earnings last Wednesday and many people want to know if there is still juice left to squeeze in the stock.

My framework for evaluating stocks is to compare the sum of the projected revenue growth and trailing operating margin to the ratio of enterprise value divided by projected operating income. This is summarized in a number that I call Value Score. The median Value Score for all publicly traded companies is about 1.0. If the Value Score is above 2.0, then I consider the stock a buy candidate.

MU Valuation Analysis

The average FY 2027 revenue forecast from 40 analysts, as tracked by Yahoo Finance, is $234.56 billion, or 81% growth from FY 2026. I assumed the gross margin for FY 2027 drops to 60% and overhead is about 10% of revenue. With these assumptions, Micron’s Value Score is 13.7!

A lot of people prefer to look at free cash flow over operating income. On that basis, Micron’s Adjusted Value Score is 11.9.

The risk of MU is that the current frenzy for memory is temporary until supply eventually catches up with demand. I also track the company’s inventory levels, as measured by day’s sales outstanding. It has stood around 120 days for four quarters in a row. Meanwhile, gross margin exploded from the high 30s to 85% last quarter.

In summary, I believe MU is a Strong Buy for at least the next twelve months. Even if gross margin were to collapse back to 40%, the Value Score would still be 8.2, which is still far above my 2.0 threshold.

u/Constant-Bridge3690 — 6 days ago
▲ 0 r/TheBigPicture

Favorite Christopher Nolan genre?

Original work: Inception, Interstellar, Tenet

Adapted work: The Prestige, Dunkirk, Oppenheimer, The Odyssey

Superhero: Batman Begins, The Dark Knight, The Dark Knight Rises

Early work: Following, Memento, Insomnia

reddit.com
u/Constant-Bridge3690 — 10 days ago
▲ 23 r/Killtony

Best Closer?

Pat was hilarious! I put him up there with Ari. There might be a shelf life to closing because everyone seems to burn out after a while. William and Dedrick are past their prime.

reddit.com
u/Constant-Bridge3690 — 12 days ago
▲ 1 r/LAClippers

2026-2027 Depth Chart

This is what I have one day before the draft:

PG - Garland, #5 draft pick
SG - Beal
SF - DJJ, Matharin
PF - Leonard
C - Niederhauser, Jackson

Out - Dunn, Collins, Lopez, Christie, Sanders, Miller, Bogdanovic, Batum.

The outs are expired and team option contracts. Any of them could be brought back.

How do we build from here?

reddit.com
u/Constant-Bridge3690 — 13 days ago
▲ 0 r/billsimmons

If Cooper Flagg were in this year's draft, where would he go?

He was the consensus #1 pick last year. This year, 2 guys are jockeying for #1, with Boozer right behind them. Does that mean more talent this year or less talent?

reddit.com
u/Constant-Bridge3690 — 15 days ago
▲ 14 r/tijuana

Any Brazil fans in TJ?

I watched the Colombia game at several spots and hardly anyone showed up. Are there fans of countries outside of the US and Mexico?

reddit.com
u/Constant-Bridge3690 — 16 days ago
▲ 0 r/billsimmons

What is the most heartbreaking loss of an undefeated season in a championship game?

Last week I compared the Patriots losing their undefeated season to the Giants in the Super Bowl as one of the biggest chokes of all time. There are actually plenty of examples in football (NFL and college) and college basketball of teams going in to their championship game undefeated and losing. Which was the biggest choke/most heartbreaking?

reddit.com
u/Constant-Bridge3690 — 17 days ago
▲ 0 r/Banking

How do top-tier I-banks handle laptops?

Do they buy one for you or are you on your own? When I was at DLJ in the 90s, they paid $5,000 for a crappy Toshiba laptop with floppy disk and dial up internet.

reddit.com
u/Constant-Bridge3690 — 23 days ago
▲ 0 r/LAClippers

How would the Spurs do if Ty Lue were their coach?

Mitch Johnson is clearly getting outcoached by Mike Brown. If Doc were the Spurs coach, he would get a 3-1 series lead then let it slip away. How would Ty Lue do?

reddit.com
u/Constant-Bridge3690 — 24 days ago
▲ 1 r/tijuana

Where is the best place to watch the World Cup?

Preferably in Cacho/Zona Rio/Hipodromo. I am thinking of going to Telefonica to watch the second half of Mexico/South Africa.

reddit.com
u/Constant-Bridge3690 — 24 days ago
▲ 25 r/TheBigPicture

Which directors over 70 still have it?

Tarantino famously said most directors peter out by 10 films, which is why he wants to retire after his 10th.

Spielberg, 79, has Disclosure Day opening this weekend. I thought The Fabelmans was pretty good.

Anyone else?

reddit.com
u/Constant-Bridge3690 — 27 days ago
▲ 59 r/ValueInvesting+1 crossposts

My value picks for the rest of the year

I've posted numerous times that I compare the projected revenue growth and trailing operating margin to the enterprise multiple to calculate what I call a Value Score. The median Value Score for all stocks is about 1.0. If a stock has a Value Score above 2.0, I consider it for a buy.

My current portfolio, and what has given me a 65.8% YTD return, is MU, NVDA, GOOGL, LLY, MSFT and META. Despite Friday's pullback, my model says keep holding.

Valuation Model

If you are a bot and want to slam me, please show me your portfolio.

u/Constant-Bridge3690 — 28 days ago
▲ 2 r/tijuana

Best sports bar for watching the NBA Finals?

I know basketball is at least third in priority after Padres and soccer. Where will they show the game AND there will be basketball fans watching it?

reddit.com
u/Constant-Bridge3690 — 1 month ago