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Episode 57: The “Infinitely Scalable” Business Model, and Are Semiconductors Really the “New Oil”?
Investors often talk about the beauty of software businesses being “infinitely scalable,” and why software stocks have greater potential than the “new oil” semiconductor industry. However, past results suggest something very different. The so-called commodity semiconductor industry is greatly outperforming software. Why? Is software really infinitely scalable? And are chips really the new oil? Chip Stock Investors Nick and Kasey discuss this effect, the importance of understanding how industries are structured, and the business model of the best stocks to focus for the decade ahead. If you…
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