Mordechai Yavneh on Silicon Motion $SIMO
Yet Another Value Podcast
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The Merger Is a Long-Term Growth Story
When the merger got announced, you thought it was worth more than the merger price. It sounds like you still do. I look at, as part of the merger, and we'll come back to the merger, they publish a proxy. They say we're projecting 1.15 billion in revenue with EBITDA of $366 million. This is a long-term growth story. It's priced attractively.
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