Molly Peroni states that based on her firm's forecasts, Samsung's cumulative free cash flow over the next three years will equal its current market capitalization.

Due to high demand for AI chips, some of Samsung's customers are reportedly helping to fund the company's memory capacity expansion.

Molly Peroni argues that U-Haul's self-storage business is worth its entire market capitalization, implying investors get the truck rental business for free.