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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 166.81

-4.1%

Nov 17 3:59 PM EST

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To: Art Bechhoefer who wrote (195939)	10/7/2025 11:59:48 AM
From: Elroy	Read Replies (1) of 196660

The long term success of a firm depends mostly on quality of management. This is one of several internal variables that can help an investor choose a good investment. However, there are several external (exogenous) variables that the company has no control over, like tariffs, war, and natural disasters that can dramatically change the prospects for a stock. If you think you can make more money by just holding one stock, well good luck. But you aren't factoring in those important and often decisive external factors. One stock with good management and the company is the leader in a growing industry. Boom! That's one great stock pick, and it probably will beat the market as long as the valuation isn't super stretched on the day you decide to buy. Buy that one stock on a dip, and you're golden. Check out SIMO. It ticks all the boxes, and has outperformed most stocks over the past 15 years. Today the valuation is stretched (because it's up about 100% since April), but historically SIMO's valuation has been low.

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