Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16
Introduction
00:00 • 2min
Chit Chat Money Interview With Leandro
01:38 • 4min
A Sm L. Is It a Capital Insensive?
05:32 • 5min
The Importance of a Lithography System
10:51 • 5min
Optical Systems
15:32 • 2min
Stream, R G, Dot Co Slash C C M.
17:16 • 5min
The SML Is the Sole Supplier of This Part
22:42 • 1min
Is China a Buyer of Semi Conductors?
23:55 • 4min
Stock Price Isn't Some Thant
28:19 • 5min
The Semi Conductor Industry Is Increasingly Shifting to E V
33:32 • 4min
Gocha, Gocha.
37:04 • 2min
Is It a Long Term Circular Tail?
38:46 • 3min
Asmel's Margin Compression, Is It a Good Idea?
41:29 • 2min
The Value of the Semi Conductor Industry
43:22 • 2min
Is Asamel Undervalued?
45:51 • 4min
Is Asamel a Good Investment?
49:53 • 4min