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Tag Archives: BBK

Roll Your Own Adventure

August 25, 2021by D/D Advisors 2 Comments

Roll Your Own Adventure – Semis companies are trading at all-time high valuations, but there is an ocean of competitors out there, including some of the biggest customer for those chips. Fun times.

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Components, Silicon

The Handset Industry is a Flat Circle

April 7, 2021by D/D Advisors 5 Comments

Over the past 25 years the mobile phone industry has radically altered the way we all live, and yet the industry itself is back to the same structure it had all those years ago.

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Android, Appconomy, Apple, China, Google, Mobile OS, Wireless

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