Todd Ahlsten, Chief Investment Officer and Portfolio Manager of Parnassus Investments, discusses his background, investment process, and market insights. Topics include becoming CIO of Parnassus, qualities of successful investors, Parnassus' operation, 'short shelf-life information,' macroeconomic analysis, and valuation criteria.

Todd Ahlsten, covering semiconductors since the mid-nineties, discusses Intel's missteps in the mobile and EUV technology sectors. We explore strategies for rebuilding market share, analyze CPU market demand, and discuss the impact of software and geopolitical dynamics. Lessons from Intel include the importance of patience, seizing opportunities, and being a contrarian investor.