Qualcomm: A Bigger Moat In A Shrinking Price

Qualcomm (NASDAQ: QCOM ) is undervalued at 14.2 Price-To-FCF due to the risk of losing Apple’s business, customer concentration with Samsung, and Xiaomi. However, it is expected to maintain 70% of Apple’s business in 2025. Its competitive advantage has consolidated and is onInvesting in high-growth opportunities across industries, employing a value investing approach that prioritizes robust business models and strategic foresight. Focusing on companies with the potential to profoundly influence the global l ...