Journal Report 2: Oil Might Be Dead But Chips Are Just Getting Started

Summary Broadcom currently trades at a massive discount relative to its median 5yr price to free cash flow, granting investors an attractive entry point. “Chip stocks”, such as Broadcom can sometimes offer comparative yields to oil and gas stocks, while not facing mediocre returns at best and extinction at worst. The best chip stocks generate…

Ep 81: Vietnam’s industrial growth is slowing down

Industrial GDP in the fourth quarter of 2019 increased by only 7.92%, much lower than that of the third quarter (10.42%) and the first 9 months of 2019 (9.56%). Growth of metal ore mining cannot make up for the whole mining industry Growth of the mining industry decreased by 0.92% in the fourth quarter of 2019. Crude…