Mala Gaonkar Pegs Qualcomm To Ride The Smartphone Wave – ValueWalk Premium
2016 IRA Sohn Conference

Mala Gaonkar Pegs Qualcomm To Ride The Smartphone Wave

Ira Sohn London: Mala Gaonkar, Managing Director of Lone Pine Capital LLC

Trade Idea: QUALCOMM, Inc. (NASDAQ:QCOM)

Price Target:

Valuation:

Themes:

Mala Gaonkar on Qualcomm

2/3 of earnings are 3G 4G wireless data voice. 1/3 earnings are chips . . .

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