<p>Will Kerwin, technology analyst at Morningstar, shares his thoughts on KLA Corp’s business model, competitive landscape, technology transition, chip manufacturing, KLA’s moat, management, corporate culture, and more.</p>

Will Kerwin, technology analyst at Morningstar, shares his thoughts on KLA Corp’s business model, competitive landscape, technology transition, chip manufacturing, KLA’s moat, management, corporate culture, and more.

Will Kerwin on KLA Corp (KLAC)

Great investments often start out as underdogs. On Rebellious Allocations, we talk to the experts trying to find them - the contrarian and disciplined capital allocators doing deep, fundamental research in a time when speculation seems more popular than ever. Hosted by the team at Bastion Fiduciary, the podcast will feature in-depth conversations with portfolio managers, specialists and company executives across a broad range of industries. Episodes will highlight the frameworks, risks, and opportunities that define long-term value creation and bring a grounded perspective to today’s market.

Share Will Kerwin on KLA Corp (KLAC)

Sign up to save your podcasts

Will Kerwin on KLA Corp (KLAC)

Will Kerwin on KLA Corp (KLAC)