IS THE FREEWAY IN SIGHT?
Oil and Gas Investments
FEBRUARY 15, 2025
SELF-EDUCATING ON SELF-DRIVING My introduction to self-driving cars came from a deep-dive into what became a portfolio holding, Arteris (AIP – NASDAQ). SUPPLY CHAINS ARE NOT YOUR FRIEND Mobileye identified they had an inventory problem in late-2023. Thats a hefty P/E. Arteris develops semiconductor IP.
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