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9min chapter
Generative Value's Eric Flaningam: Demystifying Tech for Investors
The Investing for Beginners Podcast - Your Path to Financial Freedom
Navigating Tech Disruption and Investment
This chapter examines the dynamics of innovation and disruption in the tech industry, contrasting the strategies of established giants like Microsoft with agile startups. It emphasizes the historical patterns of technological evolution and the complexities of investing in rapidly changing sectors, particularly focusing on semiconductor companies like ASML. The discussion highlights the unique challenges investors face in predicting disruptors, while underlining the significant long-term opportunities within the semiconductor industry.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode