Joanne Feeney
speaker
259 appearances
6 recordings
2 series
first heard Nov 2025
last heard 8 Sep
Joanne Feeney’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 6 in all, peaking in Sep 2026 with 1.
Appearances
flow can they generate over time.
And so these periods where you have these big you know run-ups and and run back downs are are just noise.
And so we really focus on long-term investing for our clients and looking at the fundamentals.
Ultimately that is what supports a company's valuation.
And so for Micron, you know, there is a period ahead of them where they're going to continue to have really strong pricing, where they're going to continue
To have strong profit growth.
It's just that you don't know when we're gonna get the news that, oh, this is how much new capacity is coming online from all three of these guys.
And so therefore, this is how much prices are gonna fall.
It's not that their earnings stop growing, it's that their earnings growth actually at some point probably turns negative because if you get a collapse in prices, then you know you have a period of negative growth.
And that's happened in Micron's history in the past.
And so that's why it is trading where it is.
And it also is why I think it's a little bit of a risky place to go.
Africans need to invest there are deals to be done and business to be won.
I'm
of
They're going to want to say that we're holding prices firm, we're not going to raise them, but our competitors might.
And the reality is, if their competitors do, then they're probably going to follow.
You know, there's different ways of measuring inflation expectations.
And I will say that all of them are pointing in the wrong direction.
Yeah.
Showing 101–120 of 259 · page 6 of 13
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