The Case For Intel: An Illustration Of The ‘Value’ Investing Mindset

• “Intel was frankly falling behind… we saw this as a huge problem and began to sound the alarm.” – Secretary of Commerce (Obama Admin) Penny Pritzker (July 2023)
• “Intel’s Stumble is Very Bad for America.” – Sen. Marco Rubio (Aug 2020)

[Note to self: I should have written this column a year ago, when the story became more or less obvious – it would have made me look a lot smarter now…😏]

[Note to the reader: This is a lengthy analysis – anyone who is impatient can skip to the last few paragraphs for the summary.]