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2min chapter
Doug from Fabricated Knowledge on $SITM
Yet Another Value Podcast
Valuation and Potential Risks of a Semiconductor Company
This chapter explores the valuation of a semiconductor company and the potential risks involved, including the current stock drawdown, uncertain future cash flows, and concerns about lower trough numbers. The speaker discusses the long-term story of the company and their assigned realistic base case valuation.
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highlights
Listen to the best highlights from the podcasts you love and dive into the full episode