Is That a Cornered Resource?

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Revenues are growing 32%, earnings are growing 47% year over year. This is an amazingly high growth rate company. They almost doubled their revenue over the last couple of years, too. So that Christiano's definitely doing a good job. I think they're in the canonical distribution of a cornered resource. That for sure.

Qualcomm, or “Quality Communications” — despite being one of the largest technology companies in the world, few people know the absolutely amazing technological and business history behind it. Seriously, this story is on par with Nvidia, TSMC and all the great semiconductor giants. Without this single fabless company based in San Diego, there’s almost no chance you’d be consuming this episode on whatever device you’re currently listening on — a fact that enables them to earn an incredible estimated $20 for every new phone sold in the world. We dive into this story live at the perfect venue: our first-ever European live show at Solana’s Breakpoint conference in beautiful Lisbon, Portugal!

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