Mordechai Yavneh on Silicon Motion $SIMO
Yet Another Value Podcast
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Silicon Motion: A Company That's Going to Merge to Close
The company we're going to talk about today is Silicon Motion. The ticker there is S-I-M-O. You've got a deck on your website, which I'll link to in the show notes. Anybody can check it out. But look, you weren't very concentrated. You did deep work. We were having fun shining before, so I'm really excited to dive into this one. What is Silicon Motion and why is it so interesting? Okay. Let's first talk about what's bad about merger arbitrage. Explain why this is different.
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