Buylyst

Published on 03/31/21 | Saurav Sen | 4,995 Words

The BuyGist:

This is our thesis as posted on March 31st, 2021 - now in magazine format.
The Thesis Summary (somewhat redacted) is available to all readers.
Thesis details - including 1) BUY or HOLD or IGNORE conclusions 2) whether we still hold the stock, and 3) Valuations - are for members only, accessible upon login.
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Thesis Summary

Qualcomm chips are at the core of the global 4G to 5G transition. To buy its stock, we need to believe that Qualcomm will 1) maintain its dominant market share in 5G chipsets and 2) will make more inroads into ancillary growth markets like AVs and IoT. In the sections below, we dig into the positives and negatives of the story to see if we can believe it.

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