Mabon
@mabon_gwyn
Engineer. Solo founder. Avid trader.
Building in the news space. AI, AWS, and markets.
515 Following 491 Followers
Lip Bu Tan joined the Cadence board in 2004, became CEO in 2009, delivered 85x for shareholders over 15 years.
He's a VC by nature, so he thinks in return multiples, not milestones.
He set Intel's target at 10x for shareholders in the next 5-10 years. Stock's already 5x since he started 15 months ago, and he's planning a 10-year run.
Not sure if I'm seeing many downsides here!
Fresh from the @NoPriorsPod 🙏
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Maybe imma go long on $INTC
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