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The Circuit
NäringslivTeknologi

Episode 18: Frameworks for Valuing Semiconductor Companies

38 min•15 maj 2023

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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EP 153: Nebius and Neocloud Insights, WFE + Memory Madness, Networking Upside
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The Circuit med Ben Bajarin and Jay Goldberg finns tillgänglig på flera plattformar. Informationen på denna sida kommer från offentliga podd-flöden.