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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?
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By Ben Bajarin and Jay Goldberg
4.9
3434 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?
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