Market Mad House

In individuals, insanity is rare; but in groups, parties, nations and epochs, it is the rule. Friedrich Nietzsche

McLane Company

Long Ideas

Value in Systems on a Chip at Marvell Technology Group

Today the most interesting infrastructure buys are in the Internet and technology sector. These sectors are much like retail; most investors concentrate on the big brands everybody sees, such as Google and, and ignore the companies that make the infrastructure the cloud runs on. Some of those companies have been doing real well lately.

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