Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18
Introduction
00:00 • 4min
Texas Instruments - The Highest Quality Company in the Semi Industry
04:16 • 3min
The Semi Conductor Industry - What Did You Learn?
06:55 • 3min
The History of Texas Instruments
10:02 • 4min
Texas Instruments - Semi Conductors
14:28 • 5min
T I Semi Conductors
19:24 • 6min
Texas Instruments - A Case Study
25:03 • 5min
Is There a Chip in Autonomis?
29:36 • 3min
Analogue Devices Is a Real Good Business
32:54 • 3min
Is There a Shifting Market Share in This Industry?
36:16 • 2min
A D I Is More a T Is Catalogue Approach
38:08 • 5min
How to Maximize Free Cash Flow Per Share
42:47 • 5min
Can Free Cash Flow Decrease in the Short Term?
47:56 • 3min
Free Cash Flow Yield - What's the Bottom Range?
50:27 • 5min
Texas Instruments
55:57 • 2min
The Biggest Risk of Investing in Semi Conductors
57:31 • 3min
Texas Instruments's Free Cash Flow Remained Very Strong in 20 19
01:00:22 • 4min
Investing Doesn't Guarantee Success
01:04:42 • 2min