LIBRARY / IDCC-2025-10-27-INTERDIGITAL-ANFA-PARTNERS-ASSET-LIGHT-T

InterDigital—Anfa Partners Asset-Light Toll Road Play

READING src/equity-researchstatus/complete 2025-10-27

Key Points

  • InterDigital ($9.8B market cap) patent licensing business model
  • Asset-light toll road approach for wireless, video, and AI
  • $700 price target indicates significant upside thesis

Source

  • File: IDCC_Anfa.pdf
  • Path: IDCC_Anfa.pdf
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