Alpha In Podcasts? - [Business Breakdowns, EP.222]

Alpha In Podcasts? - [Business Breakdowns, EP...

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ASML: Competing with Moore’s Law - [Business Breakdowns, REPLAY]

This conversation was originally released in June of 2023. Today we return to the semiconductor value chain with one of the most important companies in modern technology: ASML. The company began life as an unwanted spin-out from Philips with no real product and little expectation ...  Show more

Cloudflare: Leading Cybersecurity - [Business Breakdowns, EP.241]

Today we are breaking down the cybersecurity giant, Cloudflare. Today, Cloudflare controls over 20% of the world’s web traffic, and more impressively, absorbs 2.5mn cyber attacks per second. My guest is Sam Eden, Investor at Square Peg’s Global Tech Fund. And while I understood o ...  Show more

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