Johns: Texas Instruments generates higher operating margins than Microsoft
Brinton Johns · Complexity Investing & Semiconductors with NZS Capital (Extended Cut) · Acquired · Nov 3, 2021 · at 1:33:31
Brinton Johns (NZS Capital) explains the unexpectedly high margins and business strength found in the semiconductor industry.
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“Who has higher operating margins, Texas Instruments or Microsoft, right? Because I ask it, you know, the answer is, it's TI.”
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