

Prof G Markets: Will Boeing and Intel Recover? — ft. Aswath Damodaran
4 snips Nov 1, 2024
A riveting analysis of Intel and Boeing reveals contrasting futures. While Intel is poised for recovery in the competitive chip market, Boeing faces a daunting reputation crisis that threatens its viability. Insights on major companies like Nike, Disney, and Tesla provide an in-depth understanding of current market dynamics. The discussion is packed with valuable perspectives on the challenges and opportunities these industry giants are navigating.
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Intel's Downfall
- Intel's struggles stem from trying too hard to reclaim its former dominance by overspending in areas like chip manufacturing and AI.
- Their "me-tooism" approach, coupled with a lack of internal energy, has led to their current predicament.
Intel's Potential
- Intel is currently undervalued, especially given its potential to benefit from the Inflation Reduction Act and its established U.S. presence.
- Focus on a niche in the AI market rather than competing head-on with NVIDIA.
Boeing's Damaged Reputation
- Boeing's reputation has been severely damaged due to a series of missteps, eroding trust in their engineering and safety.
- Their survival hinges on their duopoly status; in any other market, they would likely face asset liquidation.