Leandro's avatar
$130.9m follower assets
Moats are not validated on a powerpoint slide: $TXN
Was reading through a Citi Conference with Rich Templeton, CEO of Texas Instruments ($TXN) and I think this is an important takeaway: Moats are validated looking at FCF/per share growth, not a powerpoint slide

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Texas Instrument's management team is one of the best in the business and I highly recommend going over their Capital Management Update to find out why.
Joshua Simka's avatar
CEO and Chairman Rich Templeton has an impressive 94% Glassdoor rating. I would have hoped to see higher insider ownership across management though. From what I saw, insiders own less than 0.25% of shares? (Any thoughts on that?)


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Leandro's avatar
@tomato it’s an almost 100 year old company that has gone through many transformations so I can understand that shares ended up in the public tbh

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