Inside Intel’s Inertia
October 15, 2024 2024-10-16 4:45Inside Intel’s Inertia
Buoyant Admin Letter No. 134
Intel rose to dominate the chip market in the late 1970s and solidified its position in the 1980s and 1990s using aggressive tactics. However, misaligned strategies often fail when the ecosystem changes. Read our ET article where we examine Intel’s loss of market share to ARM and NVIDIA, and the broader challenges of valuing fast-growing companies. We also discuss how investors can protect against such risks.
Read here: https://tinyurl.com/23utt3j8
Disclaimer:
Information in this letter is not intended to be, nor should it be construed as investment, tax or legal advice, or an offer to sell, or a solicitation of any offer to make investments with Buoyant Capital. Prospective investors should rely solely on the Disclosure Document filed with SEBI. Any description involving investment examples, statistical analysis or investment strategies is provided for illustration purposes only – and will not apply in all situations and may be changed at the discretion of the principal officer. Certain information has been provided and/or based on third-party sources and although believed to be reliable, has not been independently verified; the investment managers make no express warranty as to its completeness or accuracy, nor can it accept responsibility for errors appearing herein.
