Investing Notes

Quick Stats With this quick checklist, we can differentiate between INTC being a more mature and stable company with higher margins and AMD being a growth company with great potential ahead.  https://app.tikr.com/stock/filings?cid=21127&tid=2621295&ref=n8ofk0# https://app.tikr.com/stock/multiples?cid=168864&tid=2587303&ref=n8ofk0 Summary  Both companies operate in the Semiconductors industry which is currently facing a great shortage along the global supply chain. This shortage was caused mainly by the pandemic as lockdowns arrived and people stayed at home, demand for electronic goods such as smartphones, tablets, personal computers, etc. increased substantially. As demand for other products such as vehicles decreased, chip manufacturers, switched their orders to companies selling consumer electronic goods, as demand for vehicles increased again rapidly, it was too late for the automakers.  Intel Corporation designs, manufactures, and sells essential t...

Quick Stats Revenue: Steady growth although slowing down Operating margin: Low but constant (competitors have similar or lower, around 2%-5%) EPS: CAGR 30%  Shares: Decreasing for the last 5 years ROI: Stable trying to reach a constant 20% ROE: Increasing through the years About the Company SFM offers fresh, natural, and organic food products in the United States. It operates through Healthy Grocery Stores segment.  Product Offering: Perishables: 57% ( produce, meat, seafood, deli, bakery, floral and dairy and dairy alternatives) Non-perishables: 43% ( grocery, vitamins and supplements, bulk items, frozen foods, beer and wine, and natural health and body care) Long term Strategy           Small store strategy expansion New store cost to build reduced by approximately 20% New store cash-on-cash returns* of approximately 40% At least 20% unit growth annually (2022) - currently operating 360 stores Reduce non-selling space Decrease occupancy an...