Jon Quast

speaker

8,197 appearances 81 recordings 2 series first heard Oct 2025 last heard 6d ago

Jon Quast’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 81 in all, peaking in Aug 2026 with 10.

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Motley Fool Hidden Gems Investing · Digging into the bottlenecks of AI · 11 Jun 2026 podcast

The margin profile is improving as it scales.

And so you look at it,

yeah, 40 times forward earnings, that looks expensive.

But at the same time, I believe its opportunity is only getting bigger.

And I believe that its margin inflection is just now starting.

So maybe not as expensive as it seems at first glance.

I would say that there are more dominant players in PDF solutions.

And there's a lot of sometimes overlap between companies.

One company might have a broader portfolio.

One might have.

So, I mean, not always are they directly competing on all aspects with its competitors, sometimes just in one area.

And so there are many companies out there doing.

I don't know if many is the right word, but there are multiple companies.

out there.

And so I'm not necessarily saying PDF Solutions is a screaming buy, definitely one in this area.

I would say this area is one that is definitely a fertile hunting ground for potential opportunities because you look at the chip makers, maybe the margins do pull back at that level, but it makes sense that more and more this kind of a company is gonna be in hot demand.

And so that's where I'm looking for opportunities.

Well, I mean, Tyler, this is admittedly not my cup of tea.

If you look at my portfolio, it's 100% U.S.

listed stocks.

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