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Horizon Kinetics Q1 2024 Commentary [Seeking Alpha]
Last micron technology, inc. earnings: 3/25 04:01 pm
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US:NASDAQ Investor Relations: investors.micron.com
With a long-term absolute return mindset, and based on first-hand research, our portfolios tend to be concentrated and avoid tracking or mimicking any benchmark or index. Somewhere along the line, people got the idea that we “hate” technology stocks. Many new technologies are truly exciting, with world-changing potential. As technologies. We want companies that can compound at reasonablerates for very extended periods. Among the best are asset-light businesses. "Horizon Hates Technology Stocks?” Do We? (Reviewing Our Past to Asset-Allocate Our Future.) Somewhere along the line, people got the idea that we “hate” technology stocks. Yes, that was the specific term communicated to me. It's not true, though. Three of our most successful and impactful investments have been technology stocks. Really. It's an understandable misimpression. There is history. These charts some some of the tech stocks we wrote short sale reports on, from the date of publication to when they reached
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- Micron Technology, Inc. (NASDAQ: MU) had its price target raised by analysts at Mizuho from $130.00 to $150.00. They now have a "buy" rating on the stock.[MarketBeat]
- New to Investing? This 1 Computer and Technology Stock Could Be the Perfect Starting Point [Yahoo! Finance][Yahoo! Finance]
- Significant Shifts in Prem Watsa's Portfolio Highlighted by Micron Technology's -18.68% Impact [Yahoo! Finance][Yahoo! Finance]
- U.S. Chip Manufacturing Could Triple in Less Than a Decade: 2 Stocks That Could Follow Suit [Yahoo! Finance][Yahoo! Finance]
- Chinese companies inch closer to making HBM chips used for AI - report [Seeking Alpha][Seeking Alpha]
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