Released February 14th, 2024
Todd Ahlsten - Intel: Cyclical Recovery or Secular Demise?
Todd Ahlsten is the CIO of Parnassus Investments. We cover his framework for distinguishing cyclical fluctuations from structural shifts, the missed opportunities that define much of Intel's recent history, and how AI and geopolitics are driving the company's latest reinvention.
Professional Investors
Public Equity
Business Building
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