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
533 Listeners
Odd Lots
1,933 Listeners
The a16z Show
1,092 Listeners
Invest Like the Best with Patrick O'Shaughnessy
2,357 Listeners
Value Investing with Legends
209 Listeners
All-In with Chamath, Jason, Sacks & Friedberg
9,951 Listeners
Dwarkesh Podcast
515 Listeners
Big Technology Podcast
500 Listeners
Business Breakdowns
349 Listeners
ACQ2 by Acquired
283 Listeners
No Priors: Artificial Intelligence | Technology | Startups
131 Listeners
The View From Apollo
27 Listeners
Sharp Tech with Ben Thompson
96 Listeners
TBPN
121 Listeners
Cheeky Pint
37 Listeners