Qualcomm
A toll on every device that talks to a network. The licensing book is the moat; Snapdragon is the growth.
Investments
My investment portfolio held by Bradgate Capital Management.
4 entries in the collection
Quectel
The radios that let machines talk to networks. The unglamorous, high-volume chokepoint of the connected world.
Circle
The issuer of USDC — a dollar that settles at internet speed. A bet that regulated stablecoins become the rails of dollar-denominated value.
Unity
The engine beneath a large share of the world's interactive 3D. A turnaround bet on a dominant creation tool that mismanaged its own trust.