catalog semiconductor makers

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Nov 3, 2021 by Brinton Johns · across every show →

Everything said about catalog semiconductor makers, oldest first

Nov 3, 2021 positive

Insight

Johns: Texas Instruments' moat is decades of catalog breadth, not technical superiority

“They're very hard to replicate, not because what they're doing so technically hard, it's hard, but it's because the breadth of what they have would take you decades to recreate.”

Brinton Johns Nov 3, 2021 ▶ 56:17 Complexity Investing & Semiconductors with NZS Capital (Extended Cut) · Acquired

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catalog semiconductor makers

Everything said about catalog semiconductor makers, oldest first

Turn any episode into a week of clips.