Astera Labs: Without A Software Moat, There Will Probably Be Price Wars In The Long Term

Astera Labs, Inc. ( ALAB ) is one of the companies currently benefiting from the 'connectivity bottleneck' in the data center sector. The company had a fantastic year and increased its salesMy primary area of concentration will be on identifying companies of exceptional caliber, with a proven ability to reinvest capital for impressive returns. The ideal scenario is for these companies to demonstrate a long-term capability of capital compounding, with a high enough compound annual growth rate to potentially ...