Samsung: Memory Is Booming And Looks Set To Continue
Seeking Alpha·2025-12-19 21:57
I last covered Samsung Electronics (OTCPK: SSNLF ) in July of this year, the stock price performance to that point had been a little tepid, especially compared to its close peers Micron (NASDAQ:Professional equity portfolio manager for a boutique buy-side asset manager.My focus is on finding high-quality companies, applying a disciplined approach to valuation and identifying underappreciated opportunities. My goal is to identify opportunities in cash-rich companies with strong balance sheets and shareholder ...