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Zeno's investment thesis on Texas Instruments ($TXN) — Q2 2025 | Buyside Digest

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$TXNNASDAQTexas Instruments

BULL

Zeno—TXN

Fund Letter

Q2 2025

Published July 17, 2025

View Fund Profile

$280.09USD

+8.4% vs last month

$216.62Pitched

+29.3% since pitch

Market Cap$257.1B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

In this June 2025 letter, Zeno Equity Partners details its investment thesis for Texas Instruments (TXN), which was added to the fund in January 2024. Zeno highlights the...

— Zeno Equity Partners LLP

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Platinum International Brands FundBULL

Pitched Jun 30, 2024

Texas Instruments provides mission-critical analog components with high customer switching costs and sticky long-term relationships. Market concerns over...

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