046: Deciding Not To Clone Seth Klarman On Intel
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments
00:00
The Data Area Is Where They're Seeing Growth Opportunity
Swen carlin: The company is being priced as if their business is in a declining or flat business of personal computers des tops. But there's tons of opportunity here with the data a business lines. And on top of that, i hear all this demand for chips and how there's a chip shortage,. So that's where they are.
Transcript
Play full episode
