Bernard Horn Comments on Samsung

Guru stock highlight

Jan 22, 2020

Samsung (XKRX:005930, Financial) gained on expectations that the highly-cyclical semiconductor market will ramp up again in 2020, especially in DRAM and NAND memory. Samsung’s cell phone division focused on meeting 5G demand in an ever-competitive handset market.

From Bernard Horn (Trades, Portfolio)'s Polaris Global Value Fund fourth-quarter 2019 shareholder letter.

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