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Intel: Cyclical Recovery or Secular Demise? - Colossus

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Todd Ahlsten is the CIO of Parnassus Investments. We cover his framework for distinguishing cyclical fluctuations from structural shifts, the missed opportunities that define much of Intel's recent history, and how AI and geopolitics are driving the company's latest reinvention. This episode is brought to you by: Tegus. Tegus is the modern research platform for leading investors, and provider of Canalyst. Tired of calculating fully-diluted shares outstanding? Access every publicly-reported datapoint and industry-specific KPI through their database of over 4,000 driveable global models handbuilt by a team of sector-focused analysts, 35+ industry comp sheets, and Excel add-ins that let you use their industry-leading data in your own spreadsheets. Tegus’ models automatically update each quarter, including hard to calculate KPIs like stock-based compensation and organic growth rates, empowering investors to bypass the friction of sourcing, building and updating models. Make efficiency your

Introduction Matt This is Matt Reustle. And today, we are breaking down Intel. To cover Intel, I was joined by Todd Ahlsten, CIO of Parnassus Investments. Todd started covering semiconductors in the mid-'90s and has since lived through eight cycles in the sector. So we made sure to cover the characteristics of how to separate secular changes from cyclical changes, which is all the more important considering Intel's history. We could have easily spent an hour covering that background of Intel, the backstory, but let's set the table with an overly simplistic storyline right here. In the late '80

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