Jonah’s Growth Stock Deep Dives

Jonah’s Growth Stock Deep Dives

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Jonah’s Growth Stock Deep Dives
Jonah’s Growth Stock Deep Dives
Part 2: Deep dive on Indie Semiconductor ($INDI)

Part 2: Deep dive on Indie Semiconductor ($INDI)

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Jonah Lupton
Aug 05, 2023
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In order to read this entire deep dive on Indie Semiconductor ($INDI) you’ll need to become a paid subscriber by clicking the button below. If you’re already a paid subscriber than I thank you for your support. Paid subscribers receive 2-3 deep dives per month plus access to my current investment portfolio (~100% YTD and ~1,000% over the past 3 years), investment models and webcasts.


I also run a Stocktwits rooms where I post 30+ times per day including my daily activity, market commentary, quarterly earnings analysis, analyst upgrades/downgrades, options trades, daily webcasts and much more… this is also where I chat with my subscribers throughout the day.

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Here are my other newsletters…

Jonah’s Deep Dives on Large/Mega Caps
We provide 3-4 deep dive writeups per month on large caps and mega caps which are companies with a market capitalization above $10 billion
By Jonah Lupton
Trading the Charts
Trading the Charts is a daily email with my favorite trading setups. You'll get access to my current trading portfolio, buys & sells, position sizes, entry & exit prices, and perhaps even some living trading & charting sessions.
By Jonah Lupton
Investing with the Whales Podcast
Just another investing focused podcast that brings you interviews with CEOs, investors, traders, analysts, industry experts and fund managers.
By Jonah Lupton

Here’s part 1 of the INDI writeup in case you missed it…

Part 1: Deep dive on Indie Semiconductor ($INDI)

Jonah Lupton
·
July 31, 2023
Part 1: Deep dive on Indie Semiconductor ($INDI)

In order to read this entire deep dive on Indie Semiconductor ($INDI) you’ll need to become a paid subscriber by clicking the button below. If you’re already a paid subscriber than I thank you for your support. Paid subscribers receive 2-3 deep dives per month plus access to my current investment portfolio (~100% YTD and ~1,000% over the past 3 years), my investment models and my daily webcasts.

Read full story

Company: indie Semiconductor

Ticker: (INDI)

Website: www.IndieSemi.com

IPO date: June 11, 2021 (through SPAC)

IPO price: $10.17

Current stock price: $9.18

Outstanding shares: 164.3 million

52 week high: $11.12 on March 3, 2023

52 week low: $5.66 on December 30, 2022

ATH: $16.33 on November 16, 2021

Market cap: $1.508 billion

Net cash/debt: +$34 million

Enterprise value: $1.474 billion

Headquarters: Aliso Viejo, California, United States

Number of employees: 600+

Average price target from analysts: Yahoo Finance says the average price target is $15.67 however if you only include the 3 analysts that have updated their price targets in the past 6 months than it’s actually $13.33 which is still 45% above the current price.


Investor Relations [click here]

Q1 2023 Earnings Report [click here]

Company Presentation, Summer 2023 [click here]


Outline

  1. Introduction

  2. Company Background

  3. Opportunity

  4. Business Model

  5. Competitive Advantages

  6. Risks

  7. Valuation

  8. Investment Model

  9. Analysts

  10. Technicals

  11. Conclusion

  12. Additional Sources

Below the paywall is part 1 of the Indie Semiconductor (INDI) deep dive along with links to my investment portfolio (up ~100% YTD), daily activity, investment models and daily webcasts.

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