Long-Term Investing Ideas in a Volatile Market
Simon recently spoke with a $35 billion global asset manager about how they're navigating the market volatility. The key takeaways are to think long term, tune out the noise...
The semiconductor industry is undergoing a supply shortage, and Intel’s CEO says he’s a “willing buyer” of chip manufacturers who are interested in being acquired. What will consolidation in the space mean for chip designers, the “Big 3” global producers, or for demanding customers like Apple and Tesla? 7investing lead advisors Simon Erickson and Anirban Mahanti discuss the chipmaking oligopoly, why the shortage is happening, and the opportunities arising for long-term investors.
September 2, 2021 – By Samantha Bailey
The semiconductor industry is undergoing a supply shortage, and Intel’s CEO says he’s a “willing buyer” of chip manufacturers who are interested in being acquired. What will consolidation in the space mean for chip designers, the “Big 3” global producers, or for demanding customers like Apple and Tesla? 7investing lead advisors Simon Erickson and Anirban Mahanti discuss the chipmaking oligopoly, why the shortage is happening, and the opportunities arising for long-term investors.
Simon recently spoke with a $35 billion global asset manager about how they're navigating the market volatility. The key takeaways are to think long term, tune out the noise...
Anirban and Matthew were joined by Alex Morris, creator of the TSOH Investment Research Service, to look at seven former market darlings that have taken severe dives from...
On episode 5 of No Limit, Krzysztof won’t let politics stand in the way of a good discussion - among many other topics!
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