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Himax Technologies (Corrected Next Stream) - Stock Analysis - $HIMX
$HIMX Himax Technologies is a fabless semiconductor company that designs driver and non-driver display chips for a variety of applications. In this stream, I summarize my analysis of their business and valuation of their stock in consideration for my own investment portfolio.
(I made MAJOR corrections to this valuation after the stream, and summarize the new valuation at the start of the next stream. Link: https://youtu.be/KNEkFwZfoDU )
Support the stream: https://streamlabs.com/midasmoriartyinvesting
Come watch me value companies live
https://www.youtube.com/channel/UCatSwCHVd7hhEVOoQnODfVg
https://discord.gg/DHb3DrUjZk
https://www.twitch.tv/midasmoriarty
https://linktr.ee/MidasMoriarty
Timestamps:
00:00:00 Intro/Watchlist
00:03:55 Debt, Industry, & Risk
00:07:35 Financial History
00:14:25 "It's possible there is a mistake here" LOL check my next stream
00:14:40 Presentation & Revenue Model
00:20:25 Future Projections
00:32:00 Final Valuation
00:38:00 Explaining Beta
00:42:00 Comparing Present Value w/ Expected Returns
00:50:15 Next Stream/Outro
Disclaimer:
This is not investment advise. I am merely operating my own portfolio publicly as a personal academic exercise and viewers should take my experience as just that, one person's experience. Investing in the stock market is risky, please consult with a licensed adviser before doing so.
Come watch me value companies live
Youtube: https://www.youtube.com/channel/UCatSwCHVd7hhEVOoQnODfVg
Twitch: https://www.twitch.tv/midasmoriarty
Discord: https://discord.gg/DHb3DrUjZk
Other Links: https://linktr.ee/MidasMoriarty
Support the stream: https://streamlabs.com/midasmoriartyinvesting
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