Last week, Intel executives took the stage in San Francisco to report to an audience of analysts, investors and media that Moore’s Law is alive and well. What does this have to do with our investment process and the Knowledge Effect? Everything.

Moore’s Law and the semiconductor era today fuel a knowledge economy that enables companies to innovate and therefore our Knowledge Effect to continue to persist as a market anomaly for investors. Click the link below for our analysis on what this means for investors.


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