Mala Gaonkar Pegs Qualcomm To Ride The Smartphone Wave

Rupert Hargreaves

Published onOctober 31, 2013

Updated on May 13, 2021

Ira Sohn London: Mala Gaonkar, Managing Director of Lone Pine Capital LLC

Trade Idea: QUALCOMM, Inc. (NASDAQ:QCOM)

Price Target:

Valuation:

Themes:

Mala Gaonkar on Qualcomm

2/3 of earnings are 3G 4G wireless data voice. 1/3 earnings are chips. Smart phone market doubling in the near term. High end market has a high replacement cycle. Long contract terms and structures. Both standardized and bespoke manufacturer. 2 years on average smartphone replacement. Plenty of growth for mobile internet penetration. Investment in 4G networks leading more demand for company chips and...

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Rupert Hargreaves

Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for Hedge Fund Alpha

Mala Gaonkar Pegs Qualcomm To Ride The Smartphone Wave

Mala Gaonkar on Qualcomm

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