Skyworks Solutions’ Moat Has Eroded but It Still Has Valuable RF Expertise
We view Skyworks as a well-run company. Liam Griffin held the CEO role since May 2016, although he will be replaced in February 2025 by Philip Brace. Griffin will also step down from his role as ...
Is Gen X ready for retirement?
The first members of ‘Generation X’ have turned 60, marking the start of the MTV generation’s collective journey towards ...
Apple: $500 Billion Problem
Apple's $500B U.S. investment falls short on innovation, especially in AI. AAPL stock trades at rich valuations despite limited growth. See more here.