STMicroelectronics: A Deep Moat At A Bargain Price
STMicroelectronics N.V. (NYSE: STM ) is a fundamentally sound, vertically integrated semiconductor leader. It is positioned at the heart of long-term growth trends in electrification, industrial automation, and edge AI. Its strong moat has driven returns well above its cost of capital. ABSc (Eng), MBA. Self-taught value investor with 2 decades of investing experience. Blogger at i4value.asia. The blog is on value investing through case studies where I analyze and value listed companies in the ASEAN and US r ...