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Chad Morgan-Lander
Washington Crossing Advisors (senior PM)
First call on the ledger
No calls filed yet. Quotes in curly quotation marks are verbatim; everything
else is a labeled paraphrase. Every call links its original source. Before you trust the call, check the record.
Where they stand
Views on the record but not scoreable bets: no single number and deadline to grade. Shown in their exact words, never scored.
On the SK Hynix US debut
“The reality though is that it's coming public at a heightened valuation at a boom time where the madness of crowds from running into this bottleneck when it comes to memory. So this is really perhaps the time to shy away from high momentum stocks that have real kind of frothy expectations.”
“The reality though, it is a capital investment cycle. And eventually, many of these big hyperscalers are going to decelerate that investment spend. When that comes to fruition, many companies will their multiples will start to contract.”
In a tape where the live debate is about hikes, not cuts
“but I believe that they're just going to stand pat. They've got enough runway at this point.”
Pick; explicit three-month divestiture-announcement window
“Yum Brands is showing within their Taco Bell franchise good organic growth. They are divesting Pizza Hut. We should see potentially a divestiture announcement over the next three months.”
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