Qualcomm (Value Intelligence, Growth and Risk Analysis)

21/06/2025 15 min Temporada 2 Episodio 35

Listen "Qualcomm (Value Intelligence, Growth and Risk Analysis)"

Episode Synopsis

This episode provides an in-depth financial and background analysis of Qualcomm, a major technology company, utilizing its latest quarterly report and SEC filings. It outlines Qualcomm's business model, primarily driven by its chipset (QCT) and patent licensing (QTL) segments, and identifies key industry and company risks such as competition and geopolitical factors. The analysis also covers Qualcomm's cost structure, management and governance, and shareholder information, including extensive share buybacks. Finally, it presents an intrinsic value estimation for the company, evaluates its latest quarterly results, and summarizes 10-year financial trends to conclude that Qualcomm is a fundamentally sound company with healthy financials, though its stock appears approximately fairly valued.📚 Value Investing Books Recommendation————————————————————————Warren BuffettThe Snowball: Warren Buffett and the Business of LifeKindle: https://amzn.to/3FVasqyHardcover: https://amzn.to/3HIfeZ2Paperback: https://amzn.to/4kBjUOZWarren Buffett and the Interpretation of Financial Statements (by Marry Buffett)Kindle: https://amzn.to/43Vr5dDHardcover: https://amzn.to/4n6yNusPaperback: https://amzn.to/45XBBDL————————————————————————Charlie MungerPoor Charlie’s AlmanackKindle: https://amzn.to/3Zsw9VBHardcover: https://amzn.to/4jMExq7Collector's Edition: https://amzn.to/3SRgsn7Tao of Charlie MungerKindle: https://amzn.to/4nk0akTHardcover: https://amzn.to/44eq8OR————————————————————————Howard MarksThe Most Important Thing (Uncommon Sense for the Thoughtful Investor)Kindle: https://amzn.to/3Tqb4YgHardcover: https://amzn.to/3SRyy8APaperback: https://amzn.to/45ohdM0Mastering The Market Cycle: Getting the Odds on Your SideKindle: https://amzn.to/3HXPmbyHardcover: https://amzn.to/45X6AQqPaperback: https://amzn.to/44oPGYP————————————————————————Money PhilosophiesThe Psychology of Money: Timeless lessons on wealth, greed, and happinessKindle: https://amzn.to/3FDbO9uHardcover: https://amzn.to/4kL3TGiPaperback: https://amzn.to/44fpkcCLimited Gift Version: https://amzn.to/4jYomGpSame as Ever: A Guide to What Never ChangesKindle: https://amzn.to/3HXBJcpHardcover: https://amzn.to/4l7vPnoPaperback: https://amzn.to/4k2ZHReThe Almanack of Naval Ravikant: A Guide to Wealth and HappinessKindle: https://amzn.to/4lx2a7FHardcover: https://amzn.to/4kGX5tfPaperback: https://amzn.to/3ZEMXsC————————————————————————Classic PrinciplesThe Intelligent InvestorKindle: https://amzn.to/45T9OEvHardcover: https://amzn.to/4l4f7W3Paperback: https://amzn.to/43ZNyXbSecurity Analysis, Seventh Edition: Principles and TechniquesKindle: https://amzn.to/442yKakHardcover: https://amzn.to/3TmEEhgMargin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful InvestorCollector Edition: https://amzn.to/4lrgWNd————————————————————————Youtube: https://www.youtube.com/@TheDeepValueApple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697Spotify: https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8QDisclaimer: All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Like and Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing! Don’t forget to take the book list of value investing on our main page!