Episode 18: Frameworks for Valuing Semiconductor Companies
from The Circuit Hosted by Ben Bajarin and Jay Goldberg
Ben Bajarin and Jay Goldberg explore different ways of valuing semiconductor companies. Many semiconductor companies, are also software companies, but should that count in an analysis of their moat or value differentiation?
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This episode is 38 minutes long.
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This episode was published on May 15, 2023.
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