Third Point Management
despite strong operating performance stock trades at a depressed earnings multiple today trades at only earnings and a normalized for semiconductor growth spending yield making it one of the large cap stocks globally in our view multiple compression is perplexing particularly given the shift in profit mix towards higher multiple businesses such as gaming and music go | Third Point Management
Company
Deck Type
Sector
Industry
Deck date
June 2019
Slide
10 of 102
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