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Texas Instruments (TXN) with John Rotonti

Chit Chat Stocks

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The Semi Conductor Industry - What Did You Learn?

Bretani: i believe texas instruments to be one of, maybe a dozen of the very highest quality, braziliant growth businesses in the world. At the time, i had this thing where i insisted on reading eight quarters of earnings transcript for whatever company i was covering. So basically two years of earning transcripts. And that helped me understand what i believe were the good businesses, and the a anand the and the lesser quality businesses. It did not really help me understand the science, the material science behind semi conductors until more than threeish years ago.

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