Скачать или смотреть Qualcomm Stock Analysis, BUY or SELL? QCOM 2022 Outlook.

In this video the Convequity team shows their analysis on Qualcomm (NASDAQ: QCOM). They describe what the company does, its growth potential and tailwinds etc... They explain the main services than $QCOM offers in the developments of patents and chips for various industries (Android smartphones, Autonomous driving manufactoring. They also explain what differs Qualcomm from some of its main competitors like Nvidia, AMD, Intel etc... and in which markets it has a strategic advantage.
Qualcomm DCF valuation:https://docs.google.com/spreadsheets/...


Asymmetric Tech Investments by Convequity subscription: https://seekingalpha.com/author/conve... and https://convequity.substack.com/




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This video is purely for informational and educational purposes. This is NOT investment advice. You should not treat any opinion expressed by us as a specific inducement to make a particular investment or follow a particular strategy but only as an expression of opinion.
You should be aware of the real risk of loss in following any strategy or investment discussed in this video.




#qcom #qualcomm #stockanalysis

00:00 Intro

01:45 Disclaimer
02:00 Overview
03:05 QCOM Background
04:40 What Qualcomm does
07:40 QCOM core business
11:25 Autonomous Driving & Connectivity
13:45 Atomotive market competitive advantages
16:25 QCOM execution in the automotive market
20:15 Other QCOM developements
24:50 QCOM Business breakdown
25:30 Qualcomm vs Nvidia
29:15 QCOM vs NVDA in automotive business
30:45 Connected cars total addressable market
32:35 Other growth areas
35:05 Growth, Financials and Valuation
39:40 DCF Valuation, link in the Description
41:00 Presentation Conclusion
44:10 Most likely competitor in automotive sector
46:15 Qualcomm exposure to geopolitical risk
50:10 QCOM M&A strategy
53:40 Final Thoughts