This Stock Secretly Powers Nvidia (Cadence Stock Explained)

Описание: There are a lot of important players that go into the semiconductor supply chain and Cadence Design Systems is a critical one. They in the "EDA" segment, which is basically tools that help chip designers make semiconductor chips. In this video I breakdown the stock in more detail, as well as explain the industry, key risks, and what an investor needs to assume in order to make the math work.

I worked at Goldman Sachs and an investment fund that managed hundreds of billions of dollars. In this channel I will teach you everything I know, including how to analyze a business, how to invest, the differences between bad and good businesses, and other finance topics.

Follow us to learn 1) how to become a better investor and 2) how to analyze and understand business!

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Chapters

0:00 — Big Tech Uses Them
2:18 — EDA Explained
4:31 — Synthesis
8:40 — Chip Testing
15:40 — Competition
20:07 — Valuation
24:34 — Other Factors

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Drew Cohen runs an investment research firm that caters to professional investor and hedge funds. You can find out more about it at www.SpeedwellResearch.com

Drew also has a podcast with Speedwell Research called The Synopsis. The Synopsis is aimed toward professional investors and covers in-depth specific publicly traded companies.

Follow the Podcast on Spotify here: https://open.spotify.com/show/3lGqHRK...

Follow the Podcast on Apple here: https://podcasts.apple.com/us/podcast...


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Nothing here is financial advice. See channel disclaimers.

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