Doug from Fabricated Knowledge on the Semis industry and his RMBS thesis
Yet Another Value Podcast
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Is Free Cash Going to Go Down a Lot?
Armbaso: The most complicated part of this thesis, in my opinion, is the fact that how, how howsustanable is it? But i also am veryo anof the factt it's a pretty sticky story. It is cheap optically. And i think that's maybe one of the opportunities why it is so cheap,. Because it is a simple stock to value that makes sense. That's probably the hardest part about knowing thist that it is.
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