You Probably Have One of This Company’s Products In Your Pocket

Micron Technology is a company from the USA that makes computer memory and storage products. This includes things like RAM, flash memory, semiconductors, and USB drives. They make products for a lot of different uses, like computers, cars, and mobile devices. They’ve been around for over 45 years.

In this episode, James Miller, Portfolio Manager, tells us what he thinks really matters for the outlook for Micron, what the market is missing, and what the bull and bear case is for the company's stock price.

 

This podcast is prepared by Firetrail Investments Pty Limited (‘Firetrail’) ABN 98 622 377 913 AFSL 516821 as the investment manager of the Firetrail S3 Global Opportunities Fund (Managed Fund) ARSN 653 717 625 (‘the Fund’). This communication is for general information only. It is not intended as a securities recommendation or statement of opinion intended to influence a person or persons in making a decision in relation to investment. It has been prepared without taking account of any person’s objectives, financial situation or needs. Any persons relying on this information should obtain professional advice before doing so. Past performance is for illustrative purposes only and is not indicative of future performance.

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Links to the Product Disclosure Statement: WHT7794AU

Links to the Target Market Determination: WHT7794AU

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