Is SanDisk an easy buy?

Roger Montgomery

Montgomery Investment Management

Digital data is exploding globally. Not only are people and businesses creating and sharing more digital content than ever before, but all our gadgets and “things” are becoming more connected. This exponentially increasing digital data must be stored. The most attractive form of storage is based on technology called “flash” memory which has speed, power and reliability advantages over other forms. Flash is the type of memory found in USB drives, embedded in smartphones and laptops, and increasingly in storage drives used by big companies. So who makes flash memory? SanDisk is one of a handful of companies that produce flash memory, with a revenue share of about 20 per cent. With the digital universe driving demand this group expects demand for bits to grow 30 per cent annually. So from a top-down view of the world SanDisk is an easy buy? Read the full article here: (VIEW LINK)

Roger Montgomery
Founder and Chairman
Montgomery Investment Management

Roger Montgomery founded Montgomery Investment Management in 2010. Roger has more than three decades of experience in investing, financial markets and analysis. Roger also authored the best-selling investment book,

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