Aug 5, 2023Liked by Giuliano

They are on my watchlist for a while now and I'm trying to wrap my head around all the Capex and margin contractions. This review help me with that thanks! I Will go and listen to the call myself to get a better understanding. Cheers!

Expand full comment

Thank you for the comment Max, I'm glad you found the article useful. Management has been calling for this move for a while and, even though it depresses margins and make financials look awful in the short run, it's what should allow TI to continue growing and generating more profit in the future. Take care my friend!

Expand full comment