Ep 381. Disney and Nelson Peltz, Carvana’s Fall, Pair Trading Strategies, and Charlie Munger’s Top 3 Places to Find Stocks
Focused Compounding
00:00
Why Value Investors Like Semiconductor Stocks
I have bought semiconductor stocks before actually, not ones that are in as competitive markets as this and a large scale markets. They can be pretty good as net nets. Because it's similar to like textiles and stuff. The cycles are extremely short. So sometimes you make a lot of money fast in a stock like that. And I also think that there's an exciting possibility of the industry getting less competitive.
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