The Intrinsic Value Podcast - The Investor’s Podcast Network cover image

MI296: Epic Lessons From A Decade Of 10-Baggers w/ Dede Eyesan

The Intrinsic Value Podcast - The Investor’s Podcast Network

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Exploring Value Chains and Future Opportunities

The author discusses their interest in value chains and mentions solar, lithium, and semiconductor industries as areas they are currently exploring. They note the fluctuations in the solar market and anticipate a potential bounce back. They also highlight the importance of the semiconductor industry and its impact on the future. The author expresses their focus on understanding and identifying potential beneficiaries of technological advancements, particularly in AI. They mention Taiwan and South Korea as potential areas for cost improvements in the value chain. Overall, the author's current interests lie in researching and analyzing various segments of value chains.

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