Sign up to save your podcasts
Or
Share Episode 18: Frameworks for Valuing Semiconductor Companies
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Episode 18: Frameworks for Valuing Semiconductor Companies
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?
View all episodes
By Ben Bajarin and Jay Goldberg
4.7
3838 ratings
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?
More shows like The Circuit
View all
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
546 Listeners
Odd Lots
2,005 Listeners
The a16z Show
1,103 Listeners
Invest Like the Best with Patrick O'Shaughnessy
2,387 Listeners
Value Investing with Legends
204 Listeners
All-In with Chamath, Jason, Sacks & Friedberg
10,205 Listeners
Dwarkesh Podcast
559 Listeners
Big Technology Podcast
508 Listeners
Business Breakdowns
353 Listeners
ACQ2 by Acquired
290 Listeners
No Priors: Artificial Intelligence | Technology | Startups
146 Listeners
The View From Apollo
27 Listeners
Sharp Tech with Ben Thompson
95 Listeners
TBPN
140 Listeners
Cheeky Pint
54 Listeners