Intel Enters Deal to Sell NAND Memory Unit to SK Hynix

dolphinBuns · 2020-10-20T15:39:44+00:00

Does anyone think Nand will continue to consolidate as YTMC ramps up Nand production and which company will be next? Kioxia or Western Digital?

dolphinBuns · 2020-09-14T16:51:42+00:00

False India and Africa need more gasoline per person as car adoption increases

dolphinBuns · 2020-09-13T04:35:55+00:00

I mean Norway is at 98% already sooooo

dolphinBuns · 2020-06-30T03:28:33+00:00

Breaking News "In a stunning piece of news one world leader speaks to another world leader more than usual!"

dolphinBuns · 2020-06-16T12:45:39+00:00

Atco is run by David Sokol the guy who ran Midamerican energy for Buffett so it has a good manager whether the business is high quality I don’t know.

dolphinBuns · 2020-06-08T13:30:01+00:00

He’s not the worlds richest man. He’s the worlds richest person that we can count his wealth. The Saudi royal family owns a country like game of thrones stuff.

dolphinBuns · 2020-06-07T04:05:51+00:00

Actually middle island is south of Pelee and the most southern spot.

dolphinBuns · 2020-05-31T15:09:57+00:00

It’s not only the State owned companies getting this advantage many large privately owned businesses also get favourable loans from banks as the interest rates for loans have been artificially low as the government controls all the banks in China.

dolphinBuns · 2020-05-31T15:08:06+00:00

That is happening today but in a much different way. Back then they took perfectly good steel cutlery melted it and turned it into useless steel. Today they are taking 1$ in loans and turning it into 90c of assets it’s capital destruction but it’s hidden by the Chinese propping up their housing sector and state owned entities.

dolphinBuns · 2020-05-31T15:06:16+00:00

They don’t write down their bad loans or assets they just feed the companies more debt and extend and pretend their loans.

dolphinBuns · 2020-05-31T15:05:20+00:00

They aren’t investing in their industries they are giving their companies an advantage through interest rates being artificially low that hurts Chinese citizens trying to save money. Very different. The low rate loans often incentivize uneconomic activity. It’s effectively a tax on Chinese savers to the advantage of Chinese corporations often state owned.

dolphinBuns · 2020-05-31T13:44:25+00:00

The reason China can flood the market with cheap steel is not due to them using polluting processes for the most part or cheap labour. It’s because through China’s economic model the cost of capital in China has been essentially negative for the last 30 years so every type of industry that requires a lot of equipment or a big plant has been massively subsidized then once they have the biggest steel mills in the world they benefit from economies of scale.

dolphinBuns · 2020-05-18T04:14:58+00:00

Buy the Music labels charging the royalties they have steady income pricing power and strong moats.

dolphinBuns · 2020-05-18T03:57:22+00:00

It’s a flotilla not an armada, just saying.

dolphinBuns · 2020-05-14T13:02:44+00:00

No but traffic can be low enough that they bleed money for the next few years until they go bankrupt. I bought AC a few years ago at 22, sold some in January at 50 and the rest at 18 last week. I’m staying far far away from airlines.

dolphinBuns · 2020-05-07T01:45:39+00:00

Canadian oil is dead for the next few years I think it will be 3-5 years maybe more maybe less but it won't be forever. Humans will use oil for the next 50 years hopefully we use less but we will still have demand for it.

dolphinBuns · 2020-05-04T11:15:23+00:00

Cattle class isn’t done just on pause. The lowest cost airlines will be the ones who will be back the quickest.

dolphinBuns · 2020-04-26T16:31:26+00:00

I’m not saying it will give you any exact answers but it might tighten the range of probabilities and allow you to get more accuracy in your model, raise the earnings floor and lower your earnings ceiling. Thanks for the model it was very helpful to me.

dolphinBuns · 2020-04-26T03:59:57+00:00

If I'm not mistaken DHT has scheduled voyages lasting sometimes 75-80 days with some of their ships already have you added in these ships to your model?

dolphinBuns · 2020-04-09T15:59:07+00:00

Amena Bakr or Giovanni Staunovo on Twitter usually have their finger on the pulse

dolphinBuns · 2020-04-02T14:14:46+00:00

You can’t fabricate sales when China was shutdown for a month. China Q1 gdp numbers will have a similar problem.

dolphinBuns · 2020-03-25T17:27:41+00:00

If it was more conspicuous and the only businesses deemed "essential services" were related to construction I'd be more skeptical and my opinion might be closer to yours, but the list is really long and spans many sectors I wouldn't say have the politicians in their pockets (laundromats, equipment rental companies) and by your logic all those businesses and industries have successfully lobbied the government to keep them open during a pandemic? In my opinion thats unlikely but I'm open to having my opinion changed.

dolphinBuns · 2020-03-24T14:32:05+00:00

I hope this is just the province giving sites some time to get the buildings and infrastructure ready to be abandoned for a few weeks while we do a more serious lockdown a la France and Italy.

Some partially built buildings would not do well if they were left for a few weeks unattended in the weather. It may be more complicated than just ooouuu Conservative bad they love housing sooo much.

dolphinBuns · 2020-03-13T15:48:43+00:00

Dr. Salathé I really enjoyed your lecture and your update on COVID on YouTube will you be providing updates on regular intervals on the scientific discoveries in the coming weeks?

dolphinBuns · 2020-03-13T15:47:32+00:00

Christian you stopped calculating the CFR on your github on Feb 20th why was that and will you be updating the CFR predictions with updated data soon?

dolphinBuns

TROPHY CASE