Tepper: Semiconductor valuations are unattractive relative to fundamentals
Jonathan Tepper · Jonathan Tepper - Buying Monopolies at Prevatt Capital (EP.375) · Mar 18, 2024 · at 45:14
Jonathan Tepper, founder of Prevatt Capital, explains why his firm passed on buying semiconductor equities in late 2022 and avoided chasing their subsequent run-up.
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“And the valuations today are certainly not at all attractive relative to the fundamentals in many cases.”
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