Why Qualcomm's Future Isn't Just Phones

Group 1 - Qualcomm's stock has remained flat and underperformed compared to the S&P 500 since the last coverage [1] - The previous focus was on Q4-FY24 results and the performance of different segments [1] - Qualcomm held an investor day in 2024, indicating ongoing engagement with investors [1] Group 2 - The investment style emphasized by the company is GARP/Value, focusing on high-quality, reasonably priced businesses with strong growth potential [1] - The approach prioritizes fundamentals and seeks stocks trading at a discount to intrinsic value, with a clear margin of safety [1] - The long-term investment strategy aims for wealth accumulation through compounding over a period of 5-7 years while emphasizing downside protection [1]