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All Things Semiconductor Investing w/ @FoolAllTheTime (Episode 51)
Value Hive Podcast
I'm in Love With Semiconductors
The places that I don't think people should spend time is like raw materials in the very beginning. You can get 70% gross margins, 20% to 40% e-bodile margins with semiconductors. And so it's a lateral bet, but with a lot of different drivers and usually across the board, much lower valuations. If you think the internet economy is going to double, so should semiconductors over the next 10 years.
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