So grateful for what you guys offer freely here. Your knowledgeable evaluation of the inner workings of these businesses and their finances is some of the best available I am certainly sure . What a great team you guys make and being able to bounce things off each other scenes pretty unbeatable continued best of luck to you
I’m happy to ride out the volatility at this point. Permanent is a long time. I would hope that market dynamics take back the reins in the longterm. The question is when?
I have Indi in my position and will continue to hold- you did a good financial analysis of the company but this is very basic. I thought in this channel you go deep into the products and the companies- to help us commoners understand these companies. Would have appreciated a deeper dive here. Simply looking at Financial metrics you are ignoring the recent tech wins these small companies are doing. Indie is getting so many new things approved, the product range is very concrete and they are trying to execute. Companies like Indie will shoot up when the Interest rates will go down and Auto sector will catch up.
We already did the deep dive several times last year, and linked those in the video description. These financial metrics we updated are not basic. It's from a deep look into the annual report. PR announcements of new customer wins won't cut it if the biz model is flawed. Perhaps the stock will rally, but is it sustainable long-term? But we respect your decision to hold, we aren't managing anyone's money here on TH-cam except our own.
Their q2 earnings call video spells out how big ntvs could be in the future underpinned by significant tech innovation and power benefits (which will be increasingly important). The video is available on youtube.
The only one of the 3 I've looked at deeply was WOLF when I was comparing it to ON at the end of 2020. The differences were night and day. I thought I was missing something. I couldn't understand why people were investing in WOLF over ON, especially after El-Khoury took over.
I wonder if you've talked about switching frequency of the Navitas inverters, and how they may be crucial to generative AI servers and clients, especially compared to the slower switching frequencies of typical Si inverters. Would you expect that pipeline to expand for Navitas in view of increasing demand for higher switching frequency / higher efficiency inverters? Much love and thanks for the video.
Perhaps, but there are lots of other companies that make GaN power chips. We see no need to research NVTS further, it doesn't meet our criteria for investment and it's still a pre-rev business with no major commercial sales agreement in place.
Many companies are now working on batteries that don’t use lithium like nickel sulfur. Lithium has always been difficult to recycle and causes more harm than good to the environment. Perhaps some research into companies that make nickel sulfur batteries could be beneficial.
i feel like you have not been following wolfspeed's business and its capacity expansion for a while. why published a shallow view on the company and spread wrong infomations? The lastest quarter reported revenue was up comparing to a year ago. The revenue appeared to be down because they sold their RF business to infineon at the end of 2023. Regarding wolfspeed's valution, you said it is still trading at 5 times of its book value, current market cap of wolfspeed is at around 1.5-1.6 billions. Are you implying that the company only has a book value at 300 million? how did you calculte its book value at this low level i like to learn? Clearly on their recent 10Q they have total equity value at a little bit above 1 billion, it is total asset - total liabiliies. You may argue the book value is lower than that, but 300 million dollar? giving a fundamental valution of a company without evening knowing what the company's business conditions is ridiculous. It is certainly not going to help anyone to learn companies and thus making good investment decisions.
We have posted lots of deep dives on Wolfspeed, this was just one video. And the metric we shared was close to 5x EV to expected sales, price to book as we listed on our last slide is 1.4 to 1.5
@@chipstockinvestor value a company which just raised a lot of debts for its capacity expansion (one time investment) using enterprise value is not a good measurement.
Glad I never pulled the trigger on WOLF. It's metrics did not look good.
So grateful for what you guys offer freely here. Your knowledgeable evaluation of the inner workings of these businesses and their finances is some of the best available I am certainly sure . What a great team you guys make and being able to bounce things off each other scenes pretty unbeatable continued best of luck to you
You’re so right, they have tremendous brand equity! I’m grateful to have found this channel.
Interested to hear on the Lithium market. Even if it takes time for it to recover thats fine, as long as this low is not permanent.
I’m happy to ride out the volatility at this point. Permanent is a long time. I would hope that market dynamics take back the reins in the longterm. The question is when?
I have Indi in my position and will continue to hold- you did a good financial analysis of the company but this is very basic. I thought in this channel you go deep into the products and the companies- to help us commoners understand these companies. Would have appreciated a deeper dive here. Simply looking at Financial metrics you are ignoring the recent tech wins these small companies are doing. Indie is getting so many new things approved, the product range is very concrete and they are trying to execute. Companies like Indie will shoot up when the Interest rates will go down and Auto sector will catch up.
We already did the deep dive several times last year, and linked those in the video description. These financial metrics we updated are not basic. It's from a deep look into the annual report. PR announcements of new customer wins won't cut it if the biz model is flawed. Perhaps the stock will rally, but is it sustainable long-term? But we respect your decision to hold, we aren't managing anyone's money here on TH-cam except our own.
Love the video guys. Selling INDI. Now I just gotta find a replacement
1500 shares in Navitas based on my own due diligence and will be adding more
Their q2 earnings call video spells out how big ntvs could be in the future underpinned by significant tech innovation and power benefits (which will be increasingly important). The video is available on youtube.
@@Andy-l2w lots of displacement tech too. I see huge upside, potentially
The only one of the 3 I've looked at deeply was WOLF when I was comparing it to ON at the end of 2020. The differences were night and day. I thought I was missing something. I couldn't understand why people were investing in WOLF over ON, especially after El-Khoury took over.
Can you talk about AEHR again on recent crash
Thank you for the detailed analysis.
You're welcome!
Great call, and an even better analysis on WOLF last year. Great value! 🐐🐐
Me as an INDI shareholder watching this 😢
I wonder if you've talked about switching frequency of the Navitas inverters, and how they may be crucial to generative AI servers and clients, especially compared to the slower switching frequencies of typical Si inverters. Would you expect that pipeline to expand for Navitas in view of increasing demand for higher switching frequency / higher efficiency inverters? Much love and thanks for the video.
Perhaps, but there are lots of other companies that make GaN power chips. We see no need to research NVTS further, it doesn't meet our criteria for investment and it's still a pre-rev business with no major commercial sales agreement in place.
@@chipstockinvestor Copy that! Thanks for the reply.
@@patohula1 you're welcome!
Many companies are now working on batteries that don’t use lithium like nickel sulfur. Lithium has always been difficult to recycle and causes more harm than good to the environment. Perhaps some research into companies that make nickel sulfur batteries could be beneficial.
The thumbnail is a kick. I have to admit, some days I have felt like that!
Is any chance you cover Fabrinet please
these companies are routinely pushed by people that don't dive deep enough into the research, but just look at company earnings and fundamentals.
i feel like you have not been following wolfspeed's business and its capacity expansion for a while. why published a shallow view on the company and spread wrong infomations? The lastest quarter reported revenue was up comparing to a year ago. The revenue appeared to be down because they sold their RF business to infineon at the end of 2023. Regarding wolfspeed's valution, you said it is still trading at 5 times of its book value, current market cap of wolfspeed is at around 1.5-1.6 billions. Are you implying that the company only has a book value at 300 million? how did you calculte its book value at this low level i like to learn? Clearly on their recent 10Q they have total equity value at a little bit above 1 billion, it is total asset - total liabiliies. You may argue the book value is lower than that, but 300 million dollar? giving a fundamental valution of a company without evening knowing what the company's business conditions is ridiculous. It is certainly not going to help anyone to learn companies and thus making good investment decisions.
We have posted lots of deep dives on Wolfspeed, this was just one video. And the metric we shared was close to 5x EV to expected sales, price to book as we listed on our last slide is 1.4 to 1.5
@@chipstockinvestor value a company which just raised a lot of debts for its capacity expansion (one time investment) using enterprise value is not a good measurement.
First baby!
5 bucks is alot of money. speak for yourself.
Hi Walker, I believe you have made this point in comments before. We are confident that for $5, you get a lot of bang for your buck.